Showing results for: Annuity
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.
It's time to choose the appropriate marketing channels to use to reach out to prospects.
A useful guide explaining how to open secure emails from SMS.
Fixed annuity sales are about to receive a new level of supervision from state regulators.
The health care reform bill includes a 3.8% tax on investment income for wealthy individuals. In the bill annuities are considered investment income.
From the company that brought you the revolutionary BPASelect ($11+ billion in premium, 11 patents issued and 18 pending) comes the next annuity innovation.
The U.S. Departments of Labor and the Treasury are studying annuities and how they could bolster retirees' ability to distribute assets.
A recent study by LIMRA showed 54 percent of current IRA owners, and three-quarters of all respondents, were unaware of the new Roth IRA conversion rules.
There's still high demand for annuities, just fewer agents and carriers with the ability to meet these peoples' needs.
One of the simplest ways to position fixed indexed annuities so that your clients will understand is to compare their interest crediting to flipping a coin.
As an Associate Marketing Consultant, Pierre works with broker dealers and agents to find different annuity solutions that will bring more value to their business.
Nicole joined Senior Market Sales in 2019 as a Life Illustration Specialist. In this role she provides illustration to the Life Marketers and Producers.
Wendy’s voracious appetite for learning new things means she’s often the marketing consultant advisors turn to when they want the latest products, features and sales concepts.
Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. He also has the Certified Wholesaling Consultant designation (CWC).
American Equity Investment Life Holding Company is an industry leader in the development and sale of fixed indexed and fixed rate annuity products.