News & Updates


Showing results for: Annuity


NRRI Study: Delaying Social Security Improves Retirement Readiness

The Center for Retirement Research recently made updates to a report showing the National Retirement Risk Index (NRRI).

Interview Using Indexed Annuities With High-Net-Worth Clients

Last week, Wendy Swanson sat down with Rocky Lin, CFA--Managing Director at Beacon Pointe Wealth Advisors.

Buying an Annuity From Social Security

As your clients reach retirement age, the most important decision they can make is when to elect Social Security.

Financial Planners and Medicare ... Yes, That's Part of Your Job Now Too

Your customers now want you to add one more responsibility, one more layer of expertise, to your practice: Medicare advisor.

Record-Breaking Year for Indexed Products

Both indexed annuity and indexed life set record sales in 2011.

New Qualified Money Rules Proposed

The Treasury Department proposed several new regulations to make it easier for middle-class retirees to convert money in their 401(k) into an annuity.

Join the BALIR™ Revolution

March 5, 2012 marked the historic launch of the BalancedAllocation Lifetime Income Rider™ (BALIR™), which represents the next evolution in income riders.

Sales Tip #8: Build a Successful "COI" Referral System

Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.

Sales Tip #22: 4 Questions Insurance Agents Are Asking About LinkedIn

This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.

3 Wealth Transfer Strategies Using RMDs - Part II: Eliminating Income Taxes

Learn how to leverage unwanted RMDs to fund a life insurance policy and transfer an IRA as a charitable gift in order to eliminate income taxes on qualified money.

Annuity Maximization Strategies

Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.

Income Riders: When to Use Them, How to Choose Them

This article will bring you up-to-date on the state of the income rider and answer any questions you might have about when to use them and how to choose them.

Are Deferred Annuities Suitable for Clients Over 80?

Many carriers have had to rethink the max issue ages for their products, and many advisors are rethinking what is an appropriate plan for their elderly clients.

NAIC Annuity Suitability Regulations Explained

The passage of H.R. 4173 and the defeat of Rule 151A ensured that regulatory control over FIA's would remain squarely in the hands of the insurance industry.

20 Tips to Maximize Your Book of Business

SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.