Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Want a sale? Harness your client's anger
By Jack MarrionThis column is an excerpt from Jack Marrion's new book "Sell More Annuities: Change Buyer Behavior" Fear is a proven marketing technique that is also used successfully by annuity providers. Today, it'd go something like:
January 18, 2009
The Landscape For Producers Has Been ChangedOn its face, the Security and Exchange Commission's decision on Rule 151A--to regulate index annuities as securities beginning in January 2011--would, if left in place, seem to mean business-as-usual ...
January 05, 2009
Fixed Annuity Sales Surge Should Continue This YearThe 3rd quarter of 2008 will be remembered as the one when all hell broke loose as the economy tanked. But it was also a quarter where estimated fixed annuity sales set another 5-year record, at $27.1 billion.
January 04, 2009
Fixed Annuity Sales Surge Should Continue This YearThe 3rd quarter of 2008 will be remembered as the one when all hell broke loose as the economy tanked. But it was also a quarter where estimated fixed annuity sales set another 5-year record, at $27.1 billion.
December 30, 2008
Michael H. EbmeierMichael H. Ebmeier, CFP, CLU, ChFC, has been named senior vice president of marketing for Forethought Financial Group. He will be responsible for annuity sales and marketing support services across all the company's product lines. He will also lead
December 25, 2008
Big dreams, little schemesA Georgia financial advisor and registered representative pleaded guilty to mail fraud in connection with a scheme that victimized more than 10 clients and resulted in losses of $4.6 million. The advisor apparently convinced clients to liquidate
December 24, 2008
Big dreams, little schemesA Georgia financial advisor and registered representative pleaded guilty to mail fraud in connection with a scheme that victimized more than 10 clients and resulted in losses of $4.6 million. The advisor apparently convinced clients to liquidate
December 01, 2008
Hone your VA sales approachTracking variable annuity features and benefits is no easy task for advisors. In light of the recent financial crisis, however, those kinds of details might be less relevant anyway, says John Hancock's Tom Mullen. "The spreadsheet [for