News & Updates


Showing results for: Annuity


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.

Are Annuities Really Only Sold and Not Bought?

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.

An Agent's Guide to Developing a Marketing Plan

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.

Annuity Producer Survey Results

We recently conducted a survey of 80 annuity producers in an effort to learn more about their goals, sales methods and training interests. 

Middle-Income Americans Want and Appreciate Help With Financial Planning

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.

Be the Calm Within the Storm

Responding proactively to a crisis will calm client fears and reinforce your value as an advisor. Learn how to build your crisis communications plan.

Market Uncertainty Reinforces Fixed Annuity Sales

People who still haven’t recovered from a 30% or 40% loss in 2008 just watched their portfolios suffer another double-digit loss.

New Annuity Illustration Tool: Total Benefits of Ownership

Recent enhancements have strengthened the Income Advantage Calculator as a powerful point-of-sale presentation piece.

Why Sequence Risk Matters in Retirement

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.

Laddering Annuities to Create an Income Stream

One well-known strategy for creating a steady income stream is annuity laddering or buckets.

AARP Social Security Calculator a "Step in the Right Direction"

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.

GAO Retirement Income Report Makes Case for Annuities

Another official government report supports the use of annuities as a hedge against longevity and market volatility.

Marrion: Low Caps Hurting Indexed Annuity Sales

Sales of indexed annuities were only up a disappointing 1% in the first quarter of 2011, according to LIMRA.

How Do Boomers Feel About Retirement, About You and the Products You Sell?

Get statistics on Boomers' attitudes on everything from retirement to annuities to their advisors.

Boomers' Dependence on Social Security Grows

Baby Boomers now rank Social Security as their most important source of retirement income, according to a recent study by the Associated Press.