Annuity Buzz

Handy. Helpful. Easy to use. Our new Annuity Marketing Toolkits are all three. We’ve put sales ideas and other important resources in one place, so you can quickly find and share them.

While pandemic-related issues and interest rates are in the news, clients are still mostly focused on income and accumulation. That’s the word from Due Diligence Works, an independent firm focused on product research and industry trends. Get the full story in DDW’s Market Insight report.

We’re excited to welcome Alan Assner to our Annuities team. As assistant vice president, he’ll oversee actuarial, sales distribution, operations, service and strategy.

Paul Garofoli has joined our Annuities team as a regional sales director. Based in Texas, he’ll work with our marketing organizations and advisors across the country. Welcome, Paul!

Our restricted payout option can give annuity owners peace of mind that their beneficiaries will be paid according to their wishes. See how it can work.

By John Williams, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.

If an annuity owner passes away, do you know the options for the surviving spouse and beneficiary on an annuity? Assuming ownership of an annuity after the death of an owner might be the best option for a surviving spouse.

Virtual meetings are still the norm for many of us. Up your game by sending a video message that you record on your phone.

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.

While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.

Upping your social media profile and presence can give you a competitive edge. Follow our three steps to help your business stand out.