Annuity Buzz

We’re no longer providing or requiring two of our forms to be given to the client at the time of application; form 7127, the Minnesota Insurance Guaranty Association notice, and the accompanying form 4421, the Minnesota Insurance Guaranty Association notice delivery receipt.

Start the year off by connecting with your clients and offering a beneficiary review. It's a great time to check in with current or prospective clients to ensure that their beneficiary designations match their wishes.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

A beneficiary review is good for your clients and for your business. Take a minute to review our list of questions to ask. These can help you initiate a more detailed annuity review and position yourself as a trusted advisor.

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from original source Advisor Magazine.

By better understanding everything that has happened in 2020, you can prepare for what is likely to influence buying behavior next year.

By Cyril Tuohy, LifeAnnuitySpecialist.com. Reprinted with permission.

Lauren Canfield, a long-time actuary at The Standard, shares the transformation work she is leading.

We’re mailing RMD notifications by the end of January. See which owners will get this information.

The annuity industry has experienced some turbulence this past year. But we feel confident about the new year. Not only do we offer our consumer-friendly annuities, but we partner with you — the industry's best organizations and financial representatives. Thank you for your business and I hope you have a wonderful holiday season!

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from original source Advisor Magazine.

When beginning an annuity conversation with clients, you should first position their features and benefits to keep the focus on how the product can support their investments needs.

Wondering which Annuity Buzz sales ideas were the most popular in 2020? See them again to freshen your sales strategies and use our client-friendly flyers.

Please review this recent compliance alert.
Arizona: SB 1557, Suitability of Individual Annuity Sales Recommendations