Are you a financial advisor who wants to increase your digital presence?  Do you understand how to build your practice and brand yourself?   If you don’t have a digital presence or think that your clients don’t use the internet or don’t want to do business over the internet you are missing out on a [...]

I am sure that most of you have seen the popular film Jerry Maguire, but for those of you who haven’t there is a memorable scene between Jerry Maguire (Tom Cruise) and Rod Tidwell (Cuba Gooding Jr.).  Rod Tidwell is a professional football player and Jerry Maguire is his agent.  Rod is looking for a [...]

Athene Annuity announced earlier this month that there will be a rollup rate change effective June 1, 2013.  To receive the current rate, complete application packages must be signed and dated 5/31/13 or earlier and received in good order in Athenes service center by June 7, 2013.  The rollup rate changes are as followed:   [...]

According to the Beacon Research Fixed Annuity Premium Study,  Index annuity sales were roughly $34.2 billion which is 3.7% increase from the year prior.  This is the 3rd straight year for growth for Fixed and Index Annuities!       

Wells Fargo has announced that they plan to make Prudentials IncomeFlex Target available to more than 3,000 defined contribution plans covering more than 3 million plan participants as a guaranteed lifetime income solution.  This product offers simplicity, protection from market downturns and lifetime withdrawals with the option to rebalance the asset mix as the investor [...]

It can take as many as 10-12 email or phone call contact attempts before you reach a prospect, so how do you continue contacting a prospect without pestering them?  By becoming a content expert or in this case an annuity specialist, you can provide value thus negating the thoughts of being a pest in your [...]

Earlier this week, Lincoln Financial Distributors (LFD) and Primerica announced that they will be adding additional Lincoln annuity products into Primerica’s retirement portfolio.  According to Will Fuller, president of Lincoln Financial Group Distribution, “Primerica’s decision to expand their array of Lincoln products will better position their representatives to help a broader base of clients protect [...]

Earlier this week, insurance giant MetLife announced the launch of their new deferred annuity, Shield Level Selector.  According to Elizabeth Forget, senior vice president at MetLife, “Shield Level Selector gives investors the flexibility to make informed decisions about how to allocate a portion of their retirement assets.”  The Shield Level Selector is available in one, [...]

I would think I am not far off saying that the insurance business in general is in the dinosaur age.  I would bet that most agents in this industry would actually agree and admit that they are there too when it comes to the new age of digital marketing.  We know that more and more [...]

Sentinel’s newly created Summit Bonus Index Annuity has become available on NC shelves.  This highly competitive income annuity will provide your client’s the following features:     Summit Bonus Index Annuity 10 year Annuity Industry-Leading Income Rider Competitive Caps Maximum Premium Bonus – Up to 9% Issues Ages 0-80 7% Compounding Income Roll-Up for 20 Years [...]