The Ultimate Agent Checklist for Annuity Sales
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
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
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
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
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 partnership…
The Safest Way to Be Risky: Fixed Annuities with an Indexing Option
For some clients, a regular MYGA annuity just isn’t interesting enough. They like the safety of it, but they want the opportunity to make bigger gains that only the stock market can produce.
Annuity Q&A for Agents: Top Sales Experts Answer Your Trickiest Questions
Annuities can be a tough sell, especially for seniors, because they don’t want their money to be locked up. You mention a 5- or 7-year contract and you can feel the immediate hesitation in the air.
Here’s Why This MYGA Is Quickly Becoming Our New Go-To Product
We have an annuity carrier with a competitive rate and great perks, and it’s quite likely that none of your competitors are selling it. If you want the upper-hand, this safe and guaranteed MYGA…
Use Annuity Money to Fund a Life Policy: A New Solution
The best agents will find a way to fund important insurance policies. After all, we all know the trouble with trying to sell a policy that a client doesn’t want to pay for.
10 Can’t-Miss Advertising Compliance Rules for Life Insurance and Annuity Producers
*This article is for financial professional use only, not for use with the general public.* Compliance can be confusing. There are always layers of regulations that seem to constantly change, and one…
