Annuity Buzz

A beneficiary review is good for your clients and for your business. Take a minute to review our list of questions to ask. These can help you initiate a more detailed annuity review and position yourself as a trusted advisor.

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.

By Cyril Tuohy, LifeAnnuitySpecialist.com. Reprinted with permission.

Lauren Canfield, a long-time actuary at The Standard, shares the transformation work she is leading.

We’re mailing RMD notifications by the end of January. See which owners will get this information.

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

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.

Wondering which Annuity Buzz sales ideas were the most popular in 2020? See them again to freshen your sales strategies and use our client-friendly flyers.

Please review this recent compliance alert.
Arizona: SB 1557, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert.
Iowa: Rule 191-15.72-15.78(507B), Suitability of Individual Annuity Sales Recommendations

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