Both annuity awareness, sales growing
Annuity sales have been growing steadily, and financial professionals and consumers are increasingly aware of the value of annuities in a retirement portfolio.
Surprise: Neither millennials, Gen Xers or boomers are prepared for retirement
All three generations have unrealistic views of retirement planning, and therefore lack confidence in their retirement preparedness.
4 ways to sell FIAs to affluent millennials
Affluent millennials are a new class of customer, and there are many opportunities for advisors to grab their attention.
How annuities can help underprepared retirees meet financial goals
Only about half of all working (non-retired) households have a formal plan for retirement income.
Only one-third of couples actively discuss retirement plans
Study shows that one-third of U.S. couples discuss their retirement plans; however, advisors can turn this trend around.
6 strategies for closing an annuity sale
Use these simple approaches to closing the sale once your client has pen in hand.
Many Americans are clueless on investment product fees
According to recent survey, most Americans either believe they don’t pay anything for their financial products or have no idea what they do pay.
Financial planning for retirees, pre-retirees accounts for majority of advisors’ business
According to a recent report, half of all financial advisors says the majority of their business is dedicated to financial planning for pre-retirees and retirees.
10 tips for making the most of your new-client appointments
Advisors only have a limited amount of time with each new prospect and must know how to optimize that their time while earning trust and inspiring client confidence.
5 questions clients may ask about the DOL fiduciary ruling
Annuity clients will be curious how the new regulation will affect their client-advisor relationship – and their investments.