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Position Deferred Annuities for Specific Investment Plan Goals

April 27, 2016

A fixed deferred annuity offers flexibility for investors whatever their financial goals or current life stage…

Fighting and Adapting

April 21, 2016

The world does not look like it did back when you started selling…

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April 13, 2016

 

Hall of Fame – Fall of Shame

April 1, 2016

We’ve all heard stories of world-class athletes who earned a fortune during their careers but ended up broke. How does

Four Generations = Four Different Sales Approaches

March 31, 2016

Don’t treat the youngest ones like juniors, but don’t call the oldest ones seniors…

Changing Residency for Taxes Could Lead to State of Confusion

March 31, 2016

If your client is thinking about changing legal residency from a high-tax state to one that levies lower taxes, there

Benefits That Matter: Give Workers Choices They Want

March 31, 2016

Many workers believe their employers could go further in the diversity of voluntary benefits offered in the workplace…

MetLife Deal Signals Hard Times Coming for Variable Annuity Sales

March 31, 2016

Analysts say the Department of Labor rule will have its heaviest impact on the variable annuity market.

FIAs May Be Reaching Saturation

March 31, 2016

Where fixed index annuities are concerned, the independent producer sales channel has almost reached a saturation point, according to a

AG 49 Targets Fantasy Returns in IUL Illustrations, Policy Loans

March 31, 2016

Some observers say Actuarial Guideline 49 will install some long-overdue corrections to what they describe as questionable behavior.

Protecting Family Businesses From Expected IRS Rules

March 31, 2016

Life insurance can provide a way to transfer family assets from one generation to another without running afoul of the

The Power of the Pose

March 31, 2016

We all have a superpower. But how will the rest of the world ever know what it is if you

Opponents Prepare for Fight Following DOL Rule Release

March 30, 2016

The real battle over the Department of Labor’s fiduciary rule might be just getting started…

How Did You Get Started?

March 30, 2016

Everyone has an inspirational story of what keeps them going. I’ll tell you mine if you tell me yours.

March 14, 2016

Annuties in the Post DOL world

In this Annuity Awareness Month, awareness is pivoting toward the Department of Labor’s fiduciary rule, which will affect at least…

Med Supp vs. MA: Which One Is Right for Your Client?

February 29, 2016

Your clients have two options when it comes to selecting Medicare coverage. Help them decide whether guaranteed premium or “pay

Get Traction or Stay Stuck

February 29, 2016

An interview with Gino Wickman – Part 2 Every business owner knows the frustration of putting more effort into the

How to Prevent These Five IRA Transfer Mistakes

February 29, 2016

Failure to keep information updated and failing to make the right beneficiary designation can cause problems.

How to Sell Annuities to a Skeptical Client

February 29, 2016

When clients reject annities, even though they want a dependable revenue stream, a perception adjustment is in order.

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