News & Updates


Showing results for: Annuity


New Social Security Timing™ Software From Senior Market Sales

SMS launched patent-pending software that allows advisors help their married clients pinpoint the exact Social Security strategy to maximize lifetime benefits.

Fixed Indexed Annuity Sales Grew 17% in 4th Qtr 2010

Fixed Indexed Annuities accounted for $8.2 billion of the $57.6 billion of total annuities sold in the fourth quarter, according to LIMRA.

Indexed Annuities Outperform the Index

A recent article in Agent's Sales Journal showed how a fixed indexed annuity had outperformed the S&P over the last 10 years.

The Pros and Cons of Premium Finance

Premium financing allows wealthy people to borrow money to pay large life insurance premiums. As with anything, there are pros and cons to such a practice.

The Rise of the Indexed Annuity

Why are indexed annuities experiencing such a surge in popularity? We believe it’s because offer three unique attributes clients can’t find anywhere else.

3 Questions to Determine Income Rider Suitability

Income riders are a popular feature on fixed indexed annuities. But they are not one-size-fits-all, suitable for anyone who wants to generate an income stream.

Compliance Corner: What Constitutes Investment Advice?

What exactly constitutes investment advice that requires registration?

How to Increase Your Qualified Annuity Business

Find out how to intentionally target larger qualified money cases in your practice.

5 Steps to Annuity Suitability

Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.

SEC Study Calls for Uniform Fiduciary Standard

The SEC's long-awaited study on fiduciary standards calls for adoption of a uniform fiduciary standard of care for broker-dealers and investment advisors.

New Annexus Product Compliant With Florida S 2176

Annexus and Aviva have reacted quickly to FL S 2176, releasing two new products specifically for Florida that are compliant with the new law.

Lead Nurturing Tips for Insurance Agents

What do you do when someone isn’t ready to buy right now?

Retirees Experiencing a Different Kind of Liquidity Crisis

The economic crisis of 2008 sparked a flight to safety among investors, especially retirees. But a study indicates that some went too far.

Fixed Indexed Annuities: It Was Never About the Rates

The success of the BPASelect and the BAA (or any other quality Fixed Indexed Annuity) has never been about rates.