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Annuities

Annuity sales >>

Jonathan
​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

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Fixed annuities >>

Dan McGrath
Who really needs an annuity?
Article posted by Dan McGrath
Do you have clients that are concerned about outliving their income in retirement? Of course you do — this is a legitimate fear for many Americans. A fixed annuity is often the best solution to offset that concern.

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Indexed annuities >>

Kevin Startt
The promise and problem with pension and annuity buyouts
Article posted by Kevin Startt
Now, pensioners as well as annuity holders from the earlier 2000s are facing what happens when you cross the Godfather with an economist: an offer you can’t understand. Advisors can utilize this opportunity not only in the pension market but with variable annuity companies that are making the same lump sum payout offers on their income riders.

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Annuity regulation >>

Stephen D. Forman (LTCA)
Glenn Neasham: victim of geography?
Article posted by Stephen Forman
Rather than re-hash Mr. Neasham's case, I'd like to make my point by contrasting his with a recent crime blotter which appeared on the Washington State Insurance Department's site. Quite different from Glenn Neasham's story, isn't it?

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Variable annuities >>

Kevin Startt
Are deferred annuities in the federal government's crosshairs?
Article posted by Kevin Startt
Would a revenue-hungry federal government ever tax annuities? The question is interesting in view of the fact that Washington seems to be following Europe’s appetite for oppressive regulation even before half of 2010’s Dodd-Frank law is even implemented.

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