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January 29, 2019

Your clients have many investment choices, all with various features and results. Does an annuity have the right combination of guarantees, features and results to meet their financial goals? Let's compare many of the common features of annuities and other types of investments.
January 2, 2019
Offering a beneficiary review provides a chance to check in with current or prospective clients to ensure that beneficiary designations match their wishes. This type of review may also lead you to new deferred and immediate annuity sales opportunities.
March 30, 2018
If your money is in taxable investments, you may be losing money every year to taxes, decreasing your after-tax return. For example, if your federal tax rate is 24%, and you earn 2.50% in a taxable investment, then your after-tax earnings would be only 1.90%. One of the benefits of an annuity is tax deferral, because you don't pay taxes on your earnings until you withdraw your funds.
February 27, 2018
Taking advantage of tax deferral may increase your earning power. For example, if your federal tax bracket is 25%, and you earn 2.50% on your investment in your tax-deferred annuity, you would need to earn a rate of 3.33% in a taxable investment to match the earnings of your annuity.
May 1, 2017
Immediate annuities are often a good tool to use for part of your clients' Medicaid planning.
March 27, 2017

By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.

It's that time of year again: tax season. It is also a great time of year to talk to your clients about the benefits of annuities. Here are some commonly asked questions you may get this year, along with answers you can use to help clients understand the tax benefits of purchasing an annuity.
February 24, 2017

By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.
January 31, 2017

By Rich Lane, 2nd VP of Sales and Marketing, Individual Annuities. This article originally appeared in the December/January 2016 issue of NAFA Annuity Outlook magazine. You can subscribe here.