Annuities

Annuity sales >>

Mark Fitzgerald
Are you selling products or providing solutions?
Article posted by Mark Fitzgerald
There’s a big difference between selling products and providing solutions. Even though both activities aim to end with a sale, making it your priority to provide solutions first and foremost is a better approach for both your clients and your practice. This is especially true when you are helping your clients plan for retirement and explore annuities as part of their portfolio.

More from Annuity sales

Indexed annuities >>

William Meyer
The biggest gift to advisors in 30 years
Article posted by William Meyer
A major annuity production strategy hides in plain sight.

More from Indexed annuities

Fixed annuities >>

kstartt
Is it déjà vu for bonds all over again?
Article posted by Kevin Startt
With the bulk of 78 million baby boomers set to retire over the next 10 years, the next uptick in interest rates will be much different for holders of life and annuity contracts than ever before. Yogi Berra’s infamous quote should remind indexed annuity and life holders of the trouncing that bond holders took in 1994 and 1970s: "It's déjà vu all over again."

More from Fixed annuities

Annuity regulation >>

Roccy Defrancesco
Colorado bans use of the word "safe" in life and annuity advertising
Article posted by Roccy DeFrancesco
Marketing is becoming more and more of a compliance nightmare, and the Colorado ban on the word “safe” is the next in what I think will be a long list of hurdles advisors are going to have to deal with in the coming years.

More from Annuity regulation

Variable annuities >>

kstartt
The insanity in indexed annuity sales growth
Article posted by Kevin Startt
If the definition of insanity is continuing to do the same thing over and over and expecting different results, then Einstein would have to challenge the hypothesis today of many indexed annuity (FIA) and indexed life sales (IUL) agents. The U.S. markets have gone up over 140 percent for the last five years, yet indexed annuity and life agents, in many cases, are still allocating clients' index crediting based on 2009 prices.

More from Variable annuities