Ring in the New Year With a Beneficiary Check-In

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

The Importance of a Beneficiary Review

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.

Guaranteed Annuities: Certainty in an Uncertain World

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.

Insurers Rethink How to Deploy Their Elite Teams of Risk Gurus

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

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

RMD Notifications Happening This Month

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

A snowman

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

Shoes standing in front of directional arrows

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.