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Sales Insights & Tools
February 27, 2018
Taking advantage of tax deferral may increase your earning power. For example, if your federal tax bracket is 25%, and you earn 2.50% on your investment in your tax-deferred annuity, you would need to earn a rate of 3.33% in a taxable investment to match the earnings of your annuity.
Sales Insights & Tools
May 1, 2017
Immediate annuities are often a good tool to use for part of your clients' Medicaid planning.
Sales Insights & Tools
March 27, 2017

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.
Sales Insights & Tools
February 24, 2017

By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.
Sales Insights & Tools
January 31, 2017

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.