Annuity Buzz
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.
Effective April 1, 2017, the Secured Rate Annuity series (SRA 1, SRA 5 and SRA 6) and Flexible Choice Annuity (FCA) will no longer be offered by The Standard. All SRA or FCA business must be issued with an effective date no later than March 31, 2017, with no exceptions.
By Friday, March 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.