News & Updates


Showing results for: Annuity


Why Don't Your Clients Refer with Duncan MacPherson of Pareto Systems

Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.

Selling Single-Premium Solutions

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.

The New Foundation of Retirement Planning

This white paper examines how demand for help with social insurance presents risks and opportunities for professionals who help Americans plan for retirement.

Mark Cavalieri, LUTCF®, CWC

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).

Athene Ascent Pro - Highest Guaranteed Income

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.

Mobile Social Security Calculator

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.

Nikki Gray

As a Financial Solutions Case Management Team Leader, Nikki strives to support all three product lines under the financial solutions umbrella.

Tim Sorensen

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.

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?

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

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?