News & Updates


Showing results for: Annuity


New SMS Secure Email User's Guide

A useful guide explaining how to open secure emails from SMS.

NAIC Ruling Increases Suitability Oversight on Fixed Annuity Sales

Fixed annuity sales are about to receive a new level of supervision from state regulators.

Health Reform Bill Contains Tax on Annuities

The health care reform bill includes a 3.8% tax on investment income for wealthy individuals. In the bill annuities are considered investment income.

New From Annexus: The Next Evolution in Indexed Annuities

From the company that brought you the revolutionary BPASelect ($11+ billion in premium, 11 patents issued and 18 pending) comes the next annuity innovation.

Labor and Treasury Departments to Study Benefits of Annuities

The U.S. Departments of Labor and the Treasury are studying annuities and how they could bolster retirees' ability to distribute assets.

Half of IRA Owners Unaware of Roth Conversion Opportunity

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.

Annuity Carriers Turning Away Business?

There's still high demand for annuities, just fewer agents and carriers with the ability to meet these peoples' needs.

Positioning Fixed Indexed Annuities During the Recession

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.

Social Security Analysis (Total Social Security)

Total Social Security provides 100% of what you need to build Social Security planning into your practice, including the industry's leading software.

Fred Marez

Fred continues to build upon his insurance industry knowledge and experience at Senior Market Sales.

Tyler Hansen

Tyler started his insurance career here at SMS. As a Marketing Consultant, Tyler works with agents to answer their questions and offer them more and diverse products for the agent to offer his or her client.

Debra Schmidt

Debra Schmidt is an Associate Marketing Consultant specializing in aiding agents to find annuity solutions for their clients.

American National

American National’s mission is to be the company of choice for insurance and other financial products and services while maintaining superior financial strength.