Annuity Buzz
When you’re ready to deliver an annuity to a client, the last thing you want to hear is that you’re holding up the process. That could happen if you haven’t completed the required product training.
It’s been a year since we added an exciting crediting strategy to our Index Select Annuity 5, 7 and 10. Our participation rate index crediting option makes the ISA even more appealing to clients.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
A year ago, we made our Index Select Annuity 5, 7 and 10 even more appealing to clients. How’d we do that? By adding a participation rate index crediting option on one of the most commonly followed indices.
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.
When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.
June is Annuity Awareness Month and the perfect time to explore the National Association of Fixed Annuities and the Society of Annuity Facts and Education.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Focused Growth Annuity and Index Select Annuity illustration software has launched! You can now run your own illustrations from our Annuities home page.
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.
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