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Tag Archives: annuity think tank

Scott Burns Endorsement of Annuities

At Annuity Think Tank, we would like to commend columnist Scott Burns.  Scott has been an outspoken critic of annuities over the years.  He is often introducing good debate and discussion over the place of annuities in a client’s retirement and safe-money portfolio.  And while we don’t always agree with Scott opinion, he has never  Full Article…

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Congratulations Stan the Annuity Man!

At Annuity Think Tank, we read journalists, editorialists, bloggers, and many others who chime in on the virtues, pros and cons, sales practices, and industry updates about the annuity world.  Stan the Annuity Man has quickly become one of our favorites.  He offers accurate, thoughtful, unbiased opinions of the industry.  But more importantly, he leads  Full Article…

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NAFA: Thank you for 15 Years of Dedicated Support

At Annuity Think Tank, we’d like to offer a Congratulations and a Thank You to the National Association for Fixed Annuities (NAFA).  They are celebrating 15 years of supporting the fixed annuity marketplace.  The have worked exclusively to promote and educate Fixed and Index Annuities.  They have been an outspoken consumer advocate, raising the level  Full Article…

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3 Sales questions that are key to sparking action

In a recent article by Jill Konrath, she discusses key questions to ask in a sales situation and why.  First start with a question about their current situation, then move onto finding out what their challenges have been recently and what hurdles they’re currently facing, and finally, what have they been doing to combat these  Full Article…

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7 Planning Steps for Middle-Income Retirements

According to financial planning research, around 2 million of the 110 million middle-class income households are utilizing financial planning services.  The other 108 million are most likely failing to pursue financial advice based on common attitudes about receiving financial guidance from a professional.  The SOA has found 3 conclusions regarding these attitudes: 1) Individuals do  Full Article…

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Retirement Advice

Invest in Retirement   While you will want to reduce the risk in your portfolio, another worthy point that the article makes is the importance of having your investments work “through” retirement and not up until retirement. People are living longer than ever before and you need to make sure that you don’t outlive your  Full Article…

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