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Annuities

Annuity sales >>

Rodney Ballance
IUL lawsuits: Are lawyers salivating over your E&O?
Article posted by Rodney Ballance
There is a reason why we have to hold securities licenses to sell securities. It is a whole different world from selling fixed products. If you don’t have a full understanding of contributing factors and their direct and indirect impact on economic issues, you are playing with fire.

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Indexed annuities >>

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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Variable 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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