Annuities

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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Annuity sales >>

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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Fixed annuities >>

Tony Walker
The 7 costly mistakes your clients make, Pt. 3: Risking the cow instead of the milk
Article posted by Tony Walker
If there was a simple way to guarantee that both your clients’ savings and investments and the income they need to live on would last a lifetime, wouldn't they want to know about it?

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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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