Showing results for: Annuity
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.
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.
In a recent study, two-thirds of advisors reported that clients are taking the lead and asking about annuities, rather than the advisor bringing up the idea.
Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.
We recently conducted a survey of 80 annuity producers in an effort to learn more about their goals, sales methods and training interests.
According to a recent study, 51% of pre-retirees and retirees had not been contacted by any kind of retirement professional in the last year.
Responding proactively to a crisis will calm client fears and reinforce your value as an advisor. Learn how to build your crisis communications plan.
People who still haven’t recovered from a 30% or 40% loss in 2008 just watched their portfolios suffer another double-digit loss.
Recent enhancements have strengthened the Income Advantage Calculator as a powerful point-of-sale presentation piece.
Your clients may not realize that how much they lose during a market downturn may not be nearly as important as when the loss occurs.
One well-known strategy for creating a steady income stream is annuity laddering or buckets.
Last week, AARP launched a new Social Security calculator designed to help people estimate their Social Security benefits and determine the best time to claim.
Another official government report supports the use of annuities as a hedge against longevity and market volatility.
Sales of indexed annuities were only up a disappointing 1% in the first quarter of 2011, according to LIMRA.
Get statistics on Boomers' attitudes on everything from retirement to annuities to their advisors.