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Sales Concept: Annuity Maximization

Bill Kauffman, Director of Life and Annuity products at Senior Market Sales, explains today's re-made private pension model.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Social Security Planning - Is It Worth Your Time?

Are you helping your clients plan when it comes to their Social Security?

Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

myAnnexus Video Training

Don't have access to MyAnnexus.com? Call a Marketer at 1-877-645-4939

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

Easing the Pain of Paperwork - Comparison Worksheet

Are you unsure of how to fill out a product comparison worksheet, or do you find it confusing?

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Six Key Words to Use in Every Social Security Planning Meeting

Are you frustrated with figuring out how to incorporate Social Security planning into your presentation? Are you disappointed after every Social Security presentation, thinking there must be an easier way?

Better Returns, Intelligent Income, Superior Compensation

Did you realize that income rider roll-ups can be just a minimum benefit, not the only benefit from an FIA?

LTC Case Study: Repositioning Lazy Assets for Retirement Protection for Individuals

In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.