Annuity Buzz
Virtual meetings are still the norm for many of us. Up your game by sending a video message that you record on your phone.
When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.
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
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.
Although there’s still a lot of uncertainty about the state of the U.S. economy, the Fed, at least, expects a strong recovery this year. So while we are somewhat optimistic based on the current economic tailwinds, we still recommend caution.
Upping your social media profile and presence can give you a competitive edge. Follow our three steps to help your business stand out.
Please review this recent compliance alert.
Ohio: Rule 3901-6-03, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
Rhode Island: Rule 230-RICR-20-25-1, Suitability of Individual Annuity Sales Recommendations
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
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.