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Jeff Barnes
September 28, 2023
annual reset

Deviled eggs and FIA annual reset — who knew?

Annual reset is a key feature of a fixed index annuity. To be able to lock in gains each year on a product layered with guarantees is a story that interests plenty of clients.

No one ‘listens’ themselves out of an annuity sale

July 22, 2022

A technique to address and overcome client objections to annuities.

July 7, 2021

Green-Thumb Index Strategies For All Seasons

Rather than try to project the best annuity index strategy — because you really can’t — a better approach is to allocate among index crediting strategies based on the anticipated environment.

April 1, 2021

Make Sure Your Client’s Wishes Are Carried Out

Help your client set up beneficiary designations on their annuity contract correctly to ensure their intended distribution after their death.

Volatility Control – When Less Is Mower

March 5, 2021

There are benefits to controlling an index’s volatility for purposes of index-linked annuities and life insurance.

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