Monthly Commentaries

Resources for Annuity Awareness Month

During National Annuity Awareness Month in June, use our most popular sales ideas to easily communicate with clients. These resources are great to share the rest of the year, too!

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

Explore an Annuity That Offers Choice

Are you looking for a product with multiple liquidity options for clients who want to buy a fixed annuity? Our newest annuity, the Multi-Choice Annuity, offers an exciting feature — clients can select one of four withdrawal options to best meet their needs. This allows them to get the best interest rate that meets their liquidity needs.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

DocuSign Delivers Contracts and Confidence

I hope you’ve already experienced the benefits of delivering annuity contracts online through DocuSign. This service provides assurance that clients have reviewed and signed documents in a timely manner. Please remember to list email addresses for both you and your clients. Read more about DocuSign and get the FAQs.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

The Standard in the Media

John Williams’ article in Advisor Magazine is a timely reminder that clients shouldn’t wait for interest rates to increase before buying an annuity. In InsuranceNewsNet Magazine, Mark MacGillivray describes a case study showing how a Medicaid SPIA could help with the high cost of long-term care.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

New Multi-Choice Annuity Comes With Options

Our newest annuity — the Multi-Choice Annuity — launched this month. The single-premium fixed deferred annuity offers an exciting and unique feature – clients can select from four withdrawal options to best meet their needs.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

Ring in the New Year With a Beneficiary Check-In

Start the year off by connecting with your clients and offering a beneficiary review. It's a great time to check in with current or prospective clients to ensure that their beneficiary designations match their wishes.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

A snowman

The annuity industry has experienced some turbulence this past year. But we feel confident about the new year. Not only do we offer our consumer-friendly annuities, but we partner with you — the industry's best organizations and financial representatives. Thank you for your business and I hope you have a wonderful holiday season!

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

Fall foliage with a Thankful tag

We're thankful for your support and business throughout this unprecedented year. Our team will continue to work hard to provide you with the sales and marketing support you need as we do business in different ways. May you and your loved ones have a happy and healthy Thanksgiving.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

Photo of a child holding up ten fingers

The interest or crediting rate is not always the top reason consumers choose an annuity. Review our Top Ten Reasons sales idea and client-friendly flyer to see all the benefits that fixed annuities can add to your client's portfolio.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

The Cost of Playing the Waiting Game

Don’t let low interest rates keep your clients from considering a fixed annuity as part of their portfolio. Our Cost of Waiting sales idea and client-friendly flyer describes how compounded growth and tax deferral can grow their savings faster than they may think, even when interest rates are low.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities