HARTFORD, Conn.--Travelers Life & Annuity today announced the availability of its Annuity Funded Life and Muni Max products on pTeraDac Corporation's WebStory, a customized Web-based presentation system that links directly from Travelers WinFlex and Travelers Life Illustration Systems. WebStory Advanced Marketing Presentation System provides text, schematics and graphics to help the producer develop and present sales strategies in a format that facilitates the client's ease of understanding.
Annuity Funded Life is tailored toward clients who have existing deferred annuities that will not be used for retirement. Muni Max is designed for clients with other assets that have not met expectation in terms of performance or income. By combining life insurance and an annuity, this strategy provides the client with the potential to boost his income, while providing for his heirs.
"Annuity Funded Life and Muni Max are only two of the many strategies, which are exclusive to Travelers Life & Annuity, that we plan to make available within the WebStory presentation system as part of our ongoing effort to help simplify the sales process for our distributors," said Edward W. Cassidy, division president, life insurance products, Travelers Life & Annuity. "This value-added technology enhances our other sales support tools by bringing numbers to life graphically, making it easier for distributors to demonstrate how our concepts may work for their high-net-worth clients."
Other Travelers Life & Annuity estate planning products available on WebStory include supplemental income, family income trust, lifetime exemption trust, credit shelter maximizer and family dynasty trust. The availability of additional sales concepts is planned, and a library of concept designs is accessible upon request.
The WebStory Presentation Management System is developed by pTeraDac Corporation, a provider of advanced Internet Web systems, and is supported by Travelers Life & Annuity advanced sales attorneys and illustration design specialists.
Source: Travelers Life & Annuity
Register or login for access to this item and much more
All Digital Insurance content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access