Annuity Buzz

If an annuity owner passes away, do you know the options for the surviving spouse and beneficiary on an annuity? Assuming ownership of an annuity after the death of an owner might be the best option for a surviving spouse.

Virtual meetings are still the norm for many of us. Up your game by sending a video message that you record on your phone.

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.

While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.

Although there’s still a lot of uncertainty about the state of the U.S. economy, the Fed, at least, expects a strong recovery this year. So while we are somewhat optimistic based on the current economic tailwinds, we still recommend caution.

Upping your social media profile and presence can give you a competitive edge. Follow our three steps to help your business stand out.

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, InsuranceNewsNet.

For an unmarried couple, designating a beneficiary who isn’t a spouse can be complicated. Advisors can approach a conversation with an unmarried couple by selling to each individual.

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.

While it’s normal for people to want the best return on their investments, waiting to buy an annuity could mean a missed opportunity.

By Mark MacGillivray, Sales Director, Financial Institutions, Individual Annuities. Published originally in InsuranceNewsNet.

Most clients don’t know that a Medicaid SPIA exists — let alone the steps they should take when considering one.

The adage that “the market climbs a wall of worry” was probably never truer than it was during this past year. After an initial sharp decline in March, the markets spent the rest of the year recovering from those losses and tacking on additional gains to boot.

A beneficiary review is good for your clients and for your business. Take a minute to review our list of questions to ask. These can help you initiate a more detailed annuity review and position yourself as a trusted advisor.