Industry principals and executives offered their insight on what’s ahead in 2012 in the ever-changing world of indexed annuities at the 2011 NAFA Summit…
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Annuity sales have suffered with the low rates – but innovations in indexed annuities help to sweeten the deal…
Most families and advisors haven’t even considered discussing college planning because the majority of our mindsets tend to be focused on the accumulations of savings for retirement assets put into 401(k)s and IRAs…
“How do I know if an immediate annuity is the right choice?” “What can I expect from it?” Like any other insurance product or financial service, it all depends on the client…
Guaranteed lifetime withdrawal benefits are quite competitive these days – people want to have the income guarantees without the limitations of annuitization…
Life insurance may not seem like the most important policy on the surface, but if you dig deeper, you will see the hidden benefits of a tailored policy…
Annuity sales in 2010 crossed the $200 billion mark and 2011 sales continue to climb in double-digit leaps. This is a good time to be an annuity seller and, with the dramatic stock market fluctuations of late, it’s a good time to be an annuity buyer…
Most all nonprofits are accustomed to purchasing insurance to protect their largest risks but many are not undertaking a formal approach to managing risk…
For many prospects, life insurance may seem like a somber topic – but, with the right approach, you can turn a difficult topic into a positive message…
The budget deficit and debt that Canada saw in 1987 for their healthcare expenses was frightening…
During a season of unruly weather, agents can help their clients rebuild and repair by offering them an honest and true resource of valuable information…
Companies that spend hours maintaining their social media accounts and websites each day really want to be popular since more fans and followers equals more potential customers…
Contrary to popular opinion, direct mail is far from dead for annuity sales. In fact, direct mail can yield greater than a 10 percent response…
Many of your clients might be retiring into “The Social Security Tax Surprise.”…
Consumers have no guarantees regarding rate hikes. If we are serious about controlling health insurance costs in America, we need more than a regulatory watchdog; we need to empower American consumers with a viable individual health plan market with guaranteed issue and standardized plan design…
There is a new tool within the niche market of Medicaid and Aid & Attendance Veterans Benefits Planning…
Agencies are always looking for new ways to evolve their business without losing sight of their current customers. From promotional give-aways to loyal customer discounts, there are many routes you can go—but something we’ve found most successful is the integration of community and tradition…
The new paradigm for online insurance sales has made pricing and purchasing insurance online simple and easy. So as an independent agent, your online presence must be front and center to fully support your reputation and book of business…
The key to selling annuities is to match the right client with the right contract at the right time and that’s not necessarily easy…
Fixed and indexed annuity rates, while competitive compared to CD rates, have left purchasers dissatisfied as of late…
