Annuities

Annuity sales >>

Jeff Reed
How a MEC can be your client’s Swiss army knife
Article posted by Jeff Reed
Whether as a cash-equivalent sale or an annuity alternative that has been designed smartly to feature living benefits, the potential upsides and the attractive tax-free death benefits are hard to ignore. I believe that the inclusion of these products by life insurance professionals in their daily planning can uncover opportunities that are often overlooked.

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Indexed annuities >>

Roccy Defrancesco
Agents, beware of IMOs offering RIA services
Article posted by Roccy DeFrancesco
Anytime there is money to be made, independent marketing organizations typically will smell the money and will act to get a piece of the pie. It’s not that I blame them; it’s that IMOs in general do such a poor job with providing the “best” options to insurance agents who truly want to provide the best advice to their clients.

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Fixed annuities >>

Tony Walker
The 7 costly mistakes your clients make, Pt. 4: Stockpiling hay for everyone else but themselves
Article posted by Tony Walker
Be sure to talk to your clients about whole life and the split annuity concept to see which choice is best for them and their situations, and if they’re viable options for their portfolios. You’ll be glad you did, and your clients will most likely worry less about their retirement as a result.

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Annuity regulation >>

Bill Coffin
In California, all annuity producers are crooks
Article posted by Bill Coffin
The California DOI wants consumers to know, first and foremost, that annuity shopping equals potential fraud.

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Variable annuities >>

Stan The Annuity Man
Annuity surgeon general warning
Article posted by Stan The Annuity Man
Let’s start the needed annuity brand protection movement with something we are all familiar with, the Surgeon General and FDA-type warnings we find on many consumer products. If every annuity ad had a short verbal disclaimer at the beginning or end for whatever dream scenario is being pitched, this would at least give the consumer a heads up to what product the ad-buying dream-slinger is really talking about.

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