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ANNUITIES

Annuities Can Help Boomers Consider Wealth Transfer Plans

Positioning a fixed annuity as a wealth transfer vehicle is a great way to help clients ensure they are leaving their lifetime of savings to their heirs as intended.

June 2018 |  Read Article

When Taking RMDs Is Not In Your Client’s Best Interest

For many clients, fixed annuities are the way to meet their retirement concerns, especially when they are faced with the consequences of taking required minimum distributions from qualified funds.

June 2018 |  Read Article

Buyers Look Past Marketing and Buy the Annuity’s Purpose

Research provides insights into how advisors can find their best annuity clients and match them with the right products.

May 2018 |  Read Article

Why Some Advisors Don’t Like Selling Fee-Based Annuities

Despite the onslaught of new fee-based annuities on the scene, they remain a fraction of the overall variable annuity and fixed indexed annuity market.

April 2018 |  Read Article

FIA Marketing Shifts to Accumulation

The question is how and when the tide shifts between marketing an annuity for accumulation, as agents seem to be doing now, and marketing an annuity for income, as agents are likely to do again in the future.

March 2018 |  Read Article

Wealthy Take A Shine To QLACs

High-net-worth individuals are finding that investing in this type of annuity gives them protection against longevity while cutting taxes.

March 2018 |  Read Article

Delay of DOL Rule Expected To Spike Annuity Sales in 2018

LIMRA analysts say a combination of rising interest rates and a delay in the fiduciary rule will help annuity sales rebound this year.

February 2018 |  Read Article

Annuities Are the Cure for a Risk-Infected Retirement

By concentrating on prescribing the right annuity prescription for your client’s retirement, you will find success in annuity sales.

January 2018 |  Read Article

Annuities Can Make a Trustee’s Tough Job Easier

Trustees tasked with a tough job are using annuities in trusts to leverage the benefits of both.

January 2018 |  Read Article

Bonus vs. Index Crediting Potential: Which One Is Better?

Weighing the long-term account values of a bonus annuity with lower crediting caps against a non-bonus annuity with higher crediting caps.

December 2017 |  Read Article

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