News & Updates


Showing results for: Annuity


10 Reasons Your Insurance Practice Needs a Web Site

Even if you do nothing else online, as a business-owner, you have to have a website. People expect a legitimate, successful business to have a website.

New Florida Annuity Law Limits Surrender Charges, Affects Annexus Products

Florida law FL S 2176 goes into effect January 1, 2011 and limits surrender charges on the annuity products insurance carriers can issue to “Senior consumers.”

Forbes Piece Smears Indexed Annuities

Fixed Indexed Annuities are under attack once again in the financial media.

Indexed Annuities Raise the Bar With Third Quarter Sales

Indexed annuity sales for the third quarter totaled $8.7 billion, up 6% from last quarter and, with one more quarter to go, are on pace for a record year.

Small-Business Legislation (H.R. 5297) Enhances Annuities

The Small-Business Jobs Act (H.R. 5297) contains a provision that aims to make annuities more attractive to consumers looking for retirement income.

Minimum Rates to be Lowered on BAA Products Effective October 1, 2010

You have until September 30, 2010, to submit your BAA business and take advantage of the current rates.

How Would You Fix the American Retirement System?

The Economic Recovery Advisory Board recently laid out eight ways to simplify incentives for retirement savings and increase “retirement readiness” in America.

CDs vs. Fixed Deferred Annuities: Which Is the Better Safe Money Option?

While no solution is right in every situation, fixed annuities enjoy a number of attributes CDs simply can't compete with.

How Precision Marketing Can Help You Reach Your Ideal Prospects

What if you could spend the majority of your time offering solutions for people with similar needs? By engaging in Precision Marketing, you can.

Index Annuity Sales Stay on Cloud Nine

Indexed annuity sales in the second quarter 2010 remain consistent with 2009 second quarter totals, which were at an all-time high in industry history.

KISS the Fixed vs. Variable Annuity Conversation

A conversation to help clients understand whether variable or fixed annuities are best for them. 

How to Implement a Lead Management Plan

Many agents get so caught up in just getting new leads in the door that little consideration is given to how they should be handled once they have them?

Web Sites for Agents

Web sites are an essential marketing and prospecting tool—even for insurance agents who operate out of their home.

Consumers Excited About Annuities and Possible Tax Breaks

In a recent poll, 40% of respondents said they would be very or somewhat interested in converting 401(k)s to annuities if there was a tax incentive to do so.

Putting Your Marketing Plan in Action

It's time to choose the appropriate marketing channels to use to reach out to prospects.