Annuity Buzz

Help your clients choose the correct type of transaction to avoid IRS hassles. We break down the difference.

For couples worried about depleting their assets, a Medicaid-compliant annuity may be a solution. It’s a way to preserve assets and still qualify for Medicaid. Learn about this financial planning tool in CNBC’s “A ‘Medicaid Annuity’ May Be a Useful Option When Your Spouse Needs Nursing Home Care.”

Looking for hot topics to share with clients? Check out the Sales Ideas Toolkit for marketing tips and solutions.

We’re honored to be recognized for equality in the workplace. Read more about how we received a perfect score on the 2022 Corporate Equality Index.

Beneficiaries have a lot to deal with after the death of a loved one. We’re committed to providing support through the claims process.

By Paul Garofoli, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

With a little context and explanation, you can help demystify annuities and help clients make more informed decisions.

Get the industry recognition you deserve. Let us help you with certification letters.

Need help preparing for DOL Fiduciary Rule 3.0? Get NAFA’s newest resource – the “DOL Fiduciary Rule 3.0 Best Practices: A Practical Guide for Annuity Professionals.”

Make sure your client’s application experience is a positive one from the get-go. Here’s how.

Congrats to our team member, Paul Garofoli, for receiving the ID 20 Award from NAILBA.