3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
Some flavors of 'plain vanilla' may be better, for some clients, than others.
4 Ways to Overcome Media-Driven Annuity Misconceptions
Annuities are designed to reduce risk. How do you help clients understand that?
Six commonly asked questions about annuities during tax season
Clients often have questions around the taxable status of an annuity before they purchase.
New Year’s sales strategies: Fact-finding to determine client objectives
Use these three fact-finding steps to help you position an annuity with clients.
Two questions help clients avoid annuity surrender charges
Determining your clients' financial goals can help you alleviate their concerns about surrender charges.
8 reasons to use index universal life to save for retirement
Sales of index universal life last year exceeded $550 million of annualized premium.
8 precautions when using indexed universal life to save for retirement
A few facts that advisors-- and their clients -- should keep in mind before committing their hard-earned dollars to this retirement savings strategy.
Annuities: The Secure Retirement Solution
The conventional wisdom, espoused by the popular financial press, is that people should invest the bulk of their retirement savings in mutual funds that invest in stocks and bonds.
The Contrarian Sales Approach to Describing Annuity Drawbacks
The assertion that many annuity agents make sales without adequately disclosing the product's drawbacks has dogged the industry for years, causing a regrettable amount of damage to our industry's public image.
Where Annuity Clients Can Truly Find Safety
Most people seek safety when deciding upon the appropriate financial product for their retirement savings.