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Indianapolis IN Medicaid/VA Bootcamp October 3rd and 4th

If you want to LEARN MORE TO EARN MORE,  this is your chance.

Learn the Medicaid and VA long-term healthcare planning market from the leading experts in the field – the team at A2Z Annuity Marketing.  Our comprehensive two day bootcamps will teach you the basics of long-term healthcare planning, legal and tax concerns and issues, planning opportunities and strategies, and how to build a 100% referral business that will have clients coming to you on a regular basis, needing your help and prepared to buy now.

Our next bootcamp is being held just outside of Indianapolis on October 3rd and 4th.  Registration before September 20 is just $199 which includes breakfast on both days, lunch on Monday, snacks and drinks available throughout the training, and all conference materials.  The price increases to $299 on September 20.

For more information or to talk to a representative about registering, call us today at 317-564-5055.

Tampa Medicaid/VA Boot Camp Set For February 22nd and 23rd

Want to learn how to help your clients and their families pay for long-term healthcare costs?  Are you familiar with Medicaid or VA Aid and Attendance planning?  Long-term care insurance options such as hybrid products?  Using retirement funds to pay for long-term care costs?

Do you want to increase your annuity sales by $3-$5 million per year?  How would an extra $100,000 of commissions change your life?  We can teach you one simple question that will provide you with the opportunity to pocket that much with the easiest product you will ever sell.

Join us for our two day boot camp and discover a market that you have been missing.  This market will provide you with and endless stream of referrals eager to meet with you and ready to act NOW . . .no more waiting for CDs to renew, interest rates to change, or lack of motivation to purchase.  This workshop will teach you how to position yourself as the ‘go to’ person in your community to help families when they are transitioning a loved one into home healthcare, assisted living, memory care, or skilled nursing care.

You will learn about the legal and ethical issues of planning . .. what products to use to help your clients qualify for benefits . . .how to establish yourself in the healthcare community . . .AND MORE.

Call us today to learn more about this opportunity or click here to register today.  The cost is $199 and includes all class materials, handbook, breakfast both morning, and lunch on Monday, February 22nd.  Class will start promptly at 8:30 a.m. on Monday, February 22 and conclude at 12:30 on Tuesday, February 23rd.  Our host hotel, The Doubletree Tampa Airport, has reserved a block of rooms for a special rate of $149 per night.  See the registration form for details.

Call 877-752-0055 for details or click here.

Training and Consumer Modules

A2Z Annuity Marketing provides an extensive library of training and consumer presentations, videos, whitepapers, etc.  Some of our training and consumer pieces are featured here.  Call your marketing representative for additional information and resources.



Team Members

A2Z Annuity Marketing’s staff has extensive experience in sales, marketing, product selection, contracting, case management, and more.  Contact one of our senior staff members with any questions or comments you may have about our products, services, and support.


Kevin Wedmore, President

Email: kevin@a2zannuity.com










Chris Reardon, VP Marketing

Email:  chrisr@a2zannuity.com









Laurie Wedmore, Marketing Director

Email: laurie@a2zannuity.com


NEW Return of Premium Product with 6% Bonus

We’re not kidding . . . .100% of the client’s deposits (less any withdrawals) are GUARANTEED to be returned to the client at any time . . Can you sell that kind of liquidity and flexibility?






NURSING HOME WAIVER The client can receive either the total of deposits less any withdrawals OR the minimum guaranteed cash surrender value . . .whichever is higher . . .at any point in time after the first year. In addition, the contract provides for withdrawal of interest only during the first year and 10% free withdrawals every year after the first year. Talk about liquidity and flexibility.



Call Laurie, Chris, or Christine today to learn more . . .or click here for immediate download of contracting paperwork . . .easy contracting, great commissions, great service.



News in the Senior Housing Communities

Brookdale Stuns The Market

June 1, 2011. Early this morning, Brookdale Senior Living announced that it signed an agreement to acquire 100% of the equity interests in Horizon Bay Realty, LLC, and that upon completion of the transaction, Brookdale will be adding 90 communities with 16,165 units to its portfolio. This will increase the size of Brookdale by…

about 30% to 648 communities in 36 states with the ability to serve 67,000 residents. There will be no dispute as to who is the king of the seniors housing castle now.

The majority of the communities (45) involved in this transaction are owned by Chartwell Seniors Housing REIT, and Brookdale will renegotiate the management contracts on these, and 33 of the communities had been leased from HCP, Inc. Of these 33, 21 will go into a RIDEA-based structure with Brookdale owning a 10% interest and 12 will continue to be leased from HCP. The total cost to Brookdale, which includes the acquisition consideration, capital contributions to the HCP joint venture and integration and transition costs is about $47 miillion, which is low because the communities were all leased or managed. We are awaiting additional details and will have a full analysis in the June issue of The SeniorCare Investor. But an early analysis tells us this is a win-win for Brookdale with a lot of upside, and may be a win for both HCP and Chartwell.


A2Z Annuity and Amerivets – A Match Made in Hemet

OK, so there’s a little humor in the title, if you caught it. Actually, we met in Denver, wooed each other in San Diego, and agreed to join forces in Las Vegas. But however it came together, rest assured it’s a good thing for A2Z and Amerivets agents nationwide.

Amerivets brings a back office support system, complete with Amerivets Legal, to all of the agents of A2Z Annuity Marketing that are participating in the VA Aid and Attendance program. With the training and knowledge of A2Z agents regarding both the VA and Medicaid programs, coupled with the superb organization and aptitude of all of the Amerivets employees, our merged marketing program will become the standard for working with veterans.

Beginning immediately, all A2Z Annuity Marketing agents will be able to use the branding of Amerivets as they market themselves to healthcare facilities and other related organizations. This branding will provide recognition of a nationwide organization dedicated to working with veterans and their families, regardless of income or asset allocations, in obtaining the Aid and Attendance pension. Upcoming training opportunities will educate our current agents on how to communicate with Amerivets Legal, plug into marketing opportunities opened by contracts with national healthcare firms, and how to gain access to Amerivets marketing materials.

If you are looking for a way to expand your business and you enjoy helping seniors and their families, then the Amerivets program may be just what you need. We can show you how to create a 100% referral business and have you meeting with those referrals in as little as one week. Interested? Call A2Z Annuity Marketing today to learn more.



The One Question To Ask Your Clients!

Do you know what it is? It will boost your sales and commissions while helping your clients prepare for the inevitable.

Do you want your children to pay for your funeral?
It is a simple Yes or No. But, the follow up question is the one with the impact — What have you done about it? If your clients are like most, the issue has not been properly addressed. Now is the time to introduce your clients to a Funeral Trust Policy. Find out more today and let us show you how to seemlessly introduce this to your product mix…….

Do You Conduct Business in New York?

Attention New York Agents

If you conduct business in New York, we have products with some of the top carriers and can help you find the perfect annuity, life insurance policy, or funeral trust for your client. Companies like Lincoln National, American Equity, Genworth, Allianz, Old Mutual, and host of others.

Call Chris or Laurie today at 877-752-0055 to learn more about these products.