Annuity Max is a company that specializes in working with agents and planners in a number of unique ways. We help you help your clients (both existing and future) maximize their Annuity Dollars to fit their Real Needs!
The programs we use are proven and not copied from others! We have marketing programs that really work and have been used successfully for more than 20 years!
We help you build the case.
We show you how to properly explain the case.
We give you the tools you need that have worked for over 20 years.
We even help you close the case.
We have seminars that really work.
We have direct mail programs targeting annuity owners.
We have protected territories.
We have set up scripts.
We have all the tools and training.
We improve your clients’ situation 100% of the time.
And MUCH MORE!
It is time to re-energize your career and your bank account!
Quit experimenting and follow our proven program.
TONY LAVINE, Founder and President
Since the beginning of his career in 1981, Mr. LaVine has helped hundreds and hundreds of retirees and pre-retirees in developing safe money plans for growth, income needs, retirement, estate planning and much more.
Mr. LaVine has also worked with and trained thousands of agents and planners throughout the country. He has helped navigate people through the planning process by coordinating with agents, tax professionals and legal professionals when involved and simplifying the end result ultimately for the client.
Mr. LaVine has also consulted a large variety of large national financial marketing organizations, along with insurance companies.
He is also a published author.
Mr. LaVine’s sole goal is to help clients achieve safe, tax-friendly plans for themselves and their families.