Showing results for: Annuity
Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.
Your clients cannot afford to have money from an inheritance, real estate sales, retirement accounts and other sources just sitting on the sidelines. Those funds can be used to help them reach their goals.
This white paper examines how demand for help with social insurance presents risks and opportunities for professionals who help Americans plan for retirement.
Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. He also has the Certified Wholesaling Consultant designation (CWC).
Have you seen the most exciting new FIA product on the market today? Athene Ascent Pro offers guaranteed and stacked income, increasing income and dynamic new indexed crediting strategies.
Start the Social Security conversation anywhere. The mobile Social Security calculator lets you show anyone in seconds what's at stake when electing Social Security.
As a Financial Solutions Case Management Team Leader, Nikki strives to support all three product lines under the financial solutions umbrella.
Tim joined Senior Market Sales in 2018 in the Financial Solutions department as an Associate Marketing Consultant. Tim’s goal is to help assist and guide agents through obstacles so they can grow their business.
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions
Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings
Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.