Product Spotlight: Buffer Annuities

Buffer annuities are making headlines, thanks to a 350% increase in sales from 2014 to 2017. Let's find out how they're different from indexed annuities.
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Tax Strategies for Your Clients in 2015 and Beyond

From 1040 overlay to reducing taxable income with a deferred annuity, here are some great tax strategies to go over with your clients for 2015 and beyond.
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Life Insurance Over 60

To help clients get life insurance over 60, it's best to look to a mix of life insurance and annuities to help them meet their financial goals.
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The Benefits of Asset Maximization

You’ve explained the concept of maximizing assets to your client: take an unused asset, purchase an immediate annuity with it, then turn around and utilize the monthly annuity payments for the annual premiums on a life insurance policy. But maybe before you describe the “how,” it’s best to highlig...
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Guaranteed Income for Life

“What if I were to tell you there’s a strategy that guarantees you'll never run out of retirement income? Is that something you might be interested in?” Agent Rick Blaine meets with his client, Sam Spade, to discuss retirement planning. Sam is worried he won’t have enough money for retirement or t...
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Guaranteed Income Riders Explained

Guaranteed income riders turn an ordinary annuity into an emergency fund. Here's how - and why you should be talking to your clients about them.
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Annuities and Retirement Protection

In your golden years, it's not about how much you have, but how you spend it. Here's how to help your clients with annuities and retirement protection.
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