Annuities

Annuity sales >>

Roccy Defrancesco
When underperforming the S&P 500 is a good thing
Article posted by Roccy DeFrancesco
If you are tired of clients or potential clients pointing to the S&P 500 index as their investment benchmark, use the information in this article to help them understand that the S&P 500 has far too much risk to be used as a benchmark for an overall wealth building portfolio.

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Fixed annuities >>

Alanna Ritchie
Defined benefit plans and the impact on the annuity market
Article posted by Alanna Ritchie
As more companies join ranks as DC plan providers, both the primary and secondary market can expect new consumers interested in reliable and flexible financial products.

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Indexed annuities >>

Sean A. Ruggiero, CEP
Why the QLAC is the biggest news in 33 years
Article posted by Sean Ruggiero
Just like the 401(k) revolutionized retirement savings for Americans in 1981, the QLAC regulations will be the next step in the evolution of Government-initiated concepts to help Americans survive in retirement.

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Variable annuities >>

Vanessa De La Rosa
Landing the annuity sale: 34 expert tips
Article posted by Vanessa De La Rosa
Annuities can be a tough sell. Check out what these annuity experts have to say about marketing to prospects and securing sales despite the products' bruised reputation.

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Annuity regulation >>

Roccy Defrancesco
Florida Supreme Court goes after the unauthorized practice of law
Article posted by Roccy DeFrancesco
Many insurance agents and financial planners offer to draft living trusts where they not only give advice for a fee on what a client should do, but they actually draft the documents just as though they were attorneys. While there are a few states that allow this, most states frown upon it; and now Florida has specifically outlawed it.

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