Annuity Buzz
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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.
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Your clients have many investment choices, all with various features and results. Does an annuity have the right combination of guarantees, features and results to meet their financial goals? Let's compare many of the common features of annuities and other types of investments.
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By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.
It's that time of year again: tax season. It is also a great time of year to talk to your clients about the benefits of annuities. Here are some commonly asked questions you may get this year, along with answers you can use to help clients understand the tax benefits of purchasing an annuity.
By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.
By Rich Lane, 2nd VP of Sales and Marketing, Individual Annuities. This article originally appeared in the December/January 2016 issue of NAFA Annuity Outlook magazine. You can subscribe here.