Annuity Buzz
Do you need help getting clients to open up about their financial concerns and priorities? We’ve put together a list of questions to help you start the conversation and guide clients to solutions that are right for them.
By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from ThinkAdvisor.
Plenty already have income planning arrangements in place. Many don't. As a producer, it’s important to consider how annuities can and should be an important part of a boomer’s retirement portfolio.
Relationship building hasn’t changed much over the years. Some of the tools we used to make connections generations ago are still viable today. An old school approach could actually help you stand out in a digital world.
By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from Advisor Magazine & Advisor e-newsLink.
Annuities can offer clients a safe, stable way to invest due to interest rates, flexible issue ages and surrender periods.
During Annuity Awareness Month, reach out to clients who want to build and protect their assets. Feel free to share our Top Ten Reasons to Buy a Fixed Annuity.
Help your clients explore what annuities can offer them. Our annuities are also easy to understand — and easy to explain, backed by our financial strength and stability from over 100+ years in the insurance business.
Clients who have taxable investments may be losing money every year to taxes, which decreases their after-tax returns. For example, if the federal tax rate is 24 percent and they earn 2.5 percent in a taxable investment, then their after-tax earnings would be only 1.9 percent.
By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from AdvisorToday.
Share the insights in this article to get your clients out of their comfort zone so they can realize the opportunity an annuity can provide for growing their money.
The annual income taxes on a Certificate of Deposit (CD) can take a big bite out of your hard-earned savings. If your clients use CDs to regularly access money, consider a tax-deferred alternative.
By Rich Lane, Second Vice President of Sales and Marketing. Reprinted with permission from ThinkAdvisor.
A new year brings both potential challenges and opportunities. Now is the perfect time to reflect on both the successes of, and the setbacks for, your annuity sales strategy.