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.

Q1 Economic Update Brings Optimism and Caution

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.

Social Selling Success in 3 Steps

Upping your social media profile and presence can give you a competitive edge. Follow our three steps to help your business stand out.

Ohio Producer Advisory

Please review this recent compliance alert.
Ohio: Rule 3901-6-03, Suitability of Individual Annuity Sales Recommendations

Rhode Island Producer Advisory

Please review this recent compliance alert.
Rhode Island: Rule 230-RICR-20-25-1, Suitability of Individual Annuity Sales Recommendations

DocuSign Delivers Contracts and Confidence

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

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.