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Sales Insights & Tools
January 29, 2025
Discover how you can help clients leave a lasting legacy while meeting their RMD requirements. The Legacy Max Enhanced Death Benefit Rider offers a unique dual growth strategy, ensuring clients can enjoy their monthly income without diminishing their death benefit value.
Economic Updates
January 29, 2025
With the 2024 election finally behind us, the U.S. economy appears to be navigating a period of cautious optimism. Despite the political uncertainties leading up to the election, the economy has shown resilience. However, while inflation was generally seen to be on the decline during the first half of 2024, it has been a little stickier in recent months.
Sales Insights & Tools
January 7, 2025
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
Sales Insights & Tools
January 7, 2025
In case you missed it, the Fixed Index Annuities Resource Toolkit is here to help you master FIAs. It contains the FIA essentials you need to understand, explain and sell annuities, boosting your sales strategy.
Sales Insights & Tools
January 7, 2025
Unlock new sales opportunities and strengthen client relationships with our comprehensive guide to offering beneficiary reviews. Learn how to align beneficiary designations with clients' wishes and address their changing financial priorities, all while establishing yourself as a trusted advisor.
Sales Insights & Tools
December 3, 2024
Explore our new Fixed Index Annuities Resource Toolkit — your comprehensive guide to understanding and selling FIAs with confidence.
Sales Insights & Tools
December 3, 2024
The Legacy Max enhanced death benefit rider offers guaranteed and performance-based growth with no downside risk, so your clients can leave a lasting legacy.
Sales Insights & Tools
November 1, 2024
Maximize your earnings with our Internal Transfer Program, offering full commissions on most internal annuity transfers for clients aged 85 and younger. Use our annuity portal to review policies, avoid transfer hassles and earn full first-year commissions while increasing client satisfaction.
Economic Updates
November 1, 2024
Despite initial predictions of a slowdown, the U.S. economy showed resilience through strong consumer spending and business investment. With the stock market rallying and inflation nearing the Fed’s target, find out what’s driving the third quarter market and beyond.
Sales Insights & Tools
September 30, 2024
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.