Sales Director Insights

Reinvigorate Your Annuity Sales

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from Advisor Today.

Start by helping potential clients understand the types of annuities, compare them to other saving vehicles and explain their benefits.

3 Tips for Selling Annuities in 2020

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from ThinkAdvisor.

Now that the new year has arrived, it is a great time to refresh your sales tactics and position annuities in a new light. Consider these three sales tips.

Accumulation: Safe & Secure

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from Advisor Magazine & Advisor e-newsLink.

Rarely does a piece of national legislation significantly improve the availability of annuities to consumers. But that’s what will happen with the SECURE Act.

Want Annuity Customers? Try Baby Boomers.

By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from ThinkAdvisor.

Plenty already have income planning arrangements in place. Many don't. As a producer, it’s important to consider how annuities can and should be an important part of a boomer’s retirement portfolio.

Underwriting Retirement Volatility

By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from Advisor Magazine & Advisor e-newsLink.

Annuities can offer clients a safe, stable way to invest due to interest rates, flexible issue ages and surrender periods.

It’s Time to Take Another Look at Annuities!

By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from AdvisorToday.

Share the insights in this article to get your clients out of their comfort zone so they can realize the opportunity an annuity can provide for growing their money.

4 Annuity Sales New Year’s Resolutions

By Rich Lane, Second Vice President of Sales and Marketing. Reprinted with permission from ThinkAdvisor.

A new year brings both potential challenges and opportunities. Now is the perfect time to reflect on both the successes of, and the setbacks for, your annuity sales strategy.

4 Ways New Annuity Market Options Can Open Doors

By Chris Conklin. Reprinted with permission from ThinkAdvisor.

When it comes to purchasing the right annuity, every client wants and needs something different. That means it falls to you, their trusted resource, to help them find the best options to make those choices.

Tailoring Annuities to the Needs and Wants of Your Clients

By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from Advisor Today.

To serve your clients’ best interests, you need a reliable way to figure out their wants and needs. Follow these three simple steps to understand their financial goals and position the right annuities.

What’s New About Our Index Select Annuity

Our Index Select Annuity 5, 7 and 10 is now even more appealing to clients. We’ve added an annual index interest participation rate crediting option to one of the most commonly followed indices.