Senior Market Insurance Agent Blog

The Senior Annuity Market: A 2019 End-of-Year Review

December 27, 2019

For the past year, we’ve been providing a quarterly annuity update that focuses on the best annuity rates along with the carriers we feel are providing the best service, compensation, and overall.

Quarterly Annuity Update with Kirk Sarff | Q4 2019

October 1, 2019

Disclaimer: Interest rates change often. This article will be updated on a quarterly basis, but rates may change between those updates. At any time, you can review current annuity rates here, and you.

What is the Equitable Teton™ Fixed Index Annuity, and How Does It Work?

July 23, 2019

In the heart of Wyoming lies the Teton Range, a mountain range of the Rocky Mountains, just south of the Yellowstone National Park. "There's always a potential for growth with Fixed Index Annuity.

How Michael Sams Did Over $3M in Annual Annuity Production

July 15, 2019

A lot of agents out in the field ask us about Michael's annuity production, and more specifically how he does it. In 2018, his annuity production was $2,830,000 dollars. So far this year – halfway.

The Ultimate Guide to Selling Annuities In the Senior Market

May 29, 2019

By Kirk Sarff and Michael Sams Annuity sales are a huge opportunity for independent agents in the senior market. If you want to learn how to sell annuities to seniors, you've come to the right place!

The Ultimate Agent Checklist for Annuity Sales

August 14, 2018

Annuities might sound complicated, but once you really get into it, you realize that they’re much simpler than you might have previously thought!

How to Actually Present a Fixed Indexed Annuity (FIA) to a Client

July 3, 2018

Fixed Indexed Annuities aren’t new, but they’re fairly new to me, and I’ve just started presenting them to my clients. As I go through the learning curve of how to actually present a FIA to clients.

The 3 Annuity Types: Not All Annuities Are Created Equal

May 29, 2018

There’s a bad taste in the mouth of many consumers when it comes to the word “annuity.” The second they hear it, they cross their arms, furrow their brows, and proceed to daydream about their plans.

How to Help a Client Roll Their 401(k) or IRA Into a Fixed Annuity

May 2, 2018

Clients with a 401(k) or an IRA are perfect candidates for agents willing to sell fixed annuities. If you haven’t touched annuities, don’t worry – we’re going to cover everything you need to know to.

How An Annuity Could Have Kept Your Client’s Money Safe From the Stock Market Correction

February 12, 2018

The stock market just had a correction, which is a 10% drop in stocks from their last peak. Since just January 26, the S&P 500 and the Dow have fallen over 10%.   Credit: Yahoo! Finance in.