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Sales Insights & Tools
Date: June 3, 2019

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.

Sales Insights & Tools
Date: June 3, 2019

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.

Sales Insights & Tools
Date: May 1, 2019

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.

Sales Insights & Tools
Date: March 28, 2019

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.

Sales Insights & Tools
Date: March 4, 2019

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.

Sales Insights & Tools
Date: March 4, 2019

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.

Sales Insights & Tools
Date: January 29, 2019

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.

Sales Insights & Tools
Date: January 29, 2019

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.

Sales Insights & Tools
Date: January 2, 2019
Offering a beneficiary review provides a chance to check in with current or prospective clients to ensure that beneficiary designations match their wishes. This type of review may also lead you to new deferred and immediate annuity sales opportunities.
Sales Insights & Tools
Date: March 30, 2018
If your money is in taxable investments, you may be losing money every year to taxes, decreasing your after-tax return. For example, if your federal tax rate is 24%, and you earn 2.50% in a taxable investment, then your after-tax earnings would be only 1.90%. One of the benefits of an annuity is tax deferral, because you don't pay taxes on your earnings until you withdraw your funds.
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