Annuity Related

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Updated: 1 hour 56 min ago

Social Security payee system could fail your clients

Tue, 2017-03-28 18:45
Some of the people affected by this problem could be your disability or long-term care clients.

Commonwealth Financial Group absorbs two other MassMutual agencies

Tue, 2017-03-28 18:45
The general agency's advisors now help 95,000 clients with $6 billion assets.

2016's Top 10 annuity providers ranked by NAIC

Tue, 2017-03-28 04:30
Find out who was up, who was down and who was new in NAIC's 2016 ranking of annuity providers.

Are you wasting money on customer experience?

Mon, 2017-03-27 05:30
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.

One simple trick for writing great marketing emails

Fri, 2017-03-24 07:30
Writing marketing copy or emails may be one of the most challenging tasks you’ll encounter as an insurance agent or financial advisor. Here's a trick to make your writing more easygoing and unique.

Life insurance prospects want a retail sales experience

Thu, 2017-03-23 10:00
A new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.

Here's how to leverage online client reviews [infographic]

Wed, 2017-03-22 11:00
The digital age has provided each of us with the power to fire off a potentially business-killing social media comment or online review just as fast as we can tap or type.

Texas judge denies emergency request to block DOL fiduciary rule

Wed, 2017-03-22 04:12
Plaintiffs failed to satisfy four factors required to obtain an injunction pending appeal.

Making the nest egg last: best products for senior clients

Tue, 2017-03-21 11:30
From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.

Rare good news from the DOL (yes, about retirement investing)

Tue, 2017-03-21 04:30
Retirement plan participants can now have guaranteed lifetime income for a portion of their nest egg, while also securing long-term appreciation and capital preservation.

Rethink your first client meeting and go digital

Fri, 2017-03-17 06:30
Transitioning to a remote meeting tool to get in front of more prospects may come with growing pains, but the data in favor of digital meetings is compelling.

Calpers slashes pensions for retirees of defunct agency

Fri, 2017-03-17 04:55
Across the country, states and local governments have about $2 trillion less than what they need to cover retirement benefits.

Dishonesty is for losers

Thu, 2017-03-16 13:28
If everyone involved is better off, why not use a little fib now and then?

13 'no sale' signals to look for with your clients

Thu, 2017-03-16 07:30
Salespeople are always looking for buying signals and often miss the warning signs when all is not well.

Eye on the MetLife spinoff: Will it live up to billing?

Wed, 2017-03-15 09:25
Hundreds of millions of dollars in sales of individual life insurance and annuity products are riding on the outcome of Brighthouse's soon-to-be-completed spinoff from MetLife.

3 reasons annuities should help fund baby boomer retirement

Wed, 2017-03-15 07:45
Annuity investments are not only tax-efficient but also ensure that investors receive a steady source of income as long as they live.

White House wooing of GOP holdouts on health plan may backfire

Wed, 2017-03-15 07:23
AHCA backers find they have problems on their left flank as well as their right.

Emergency request to block fiduciary rule filed in Texas court

Tue, 2017-03-14 13:37
The U.S. Chamber of Commerce and industry groups suing the Labor Department over its fiduciary rule in a Texas court have filed an emergency request asking a judge to stop the rule.

Why do pundits hate indexed annuities?

Tue, 2017-03-14 10:15
Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.

Brighthouse Financial puts its brand on annuities

Tue, 2017-03-14 09:57
Allianz Life and three Sammons units have added new contracts.