News & Updates


Showing results for: Annuity


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.

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.

Pierre Miller III

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 Kollars

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 Swanson, RICP®, CLTC, National Social Security Advisor (NSSA®) Certificate Holder

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 Cavalieri, LUTCF®, CWC

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

American Equity Investment Life Holding Company is an industry leader in the development and sale of fixed indexed and fixed rate annuity products.