Sales Director Insights

Get Insights to Help Clients Reach Their Financial Goals

While pandemic-related issues and interest rates are in the news, clients are still mostly focused on income and accumulation. That’s the word from Due Diligence Works, an independent firm focused on product research and industry trends. Get the full story in DDW’s Market Insight report.

Assner Brings Rich Experience to the Team

We’re excited to welcome Alan Assner to our Annuities team. As assistant vice president, he’ll oversee actuarial, sales distribution, operations, service and strategy.

Welcome Paul Garofoli to the Team

Paul Garofoli has joined our Annuities team as a regional sales director. Based in Texas, he’ll work with our marketing organizations and advisors across the country. Welcome, Paul!

The Role of Annuities in a Comprehensive Retirement Portfolio

By John Williams, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

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.

Annuities & Taxes

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.

Annuities and Unmarried Couples

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.

The Medicaid SPIA: Helping Clients Alleviate LTC Costs

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 Cost of Waiting to Buy an Annuity

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.

Guaranteed Annuities: Certainty in an Uncertain World

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

By better understanding everything that has happened in 2020, you can prepare for what is likely to influence buying behavior next year.

Shoes standing in front of directional arrows

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

When beginning an annuity conversation with clients, you should first position their features and benefits to keep the focus on how the product can support their investments needs.