Annuity Agents Alliance Blog

Real Help From Real Agents

Qualifying Annuity Prospects Over the Phone

Bill Broich: Annuity.com new home page, Treasury inflation protected securities, ING re-brands to VOYA, Privacy notice annuity client letter, Americans and financial strategies, Estate taxes and planning, FrontLine: The Retirement Gamble, Brightscope adviser fee disclosure, Bonds and interest rates.

Joe Rych: Keep your leads warm with Retire Village.

David Townsend: Great American Enhanced annuity portfolio with new death benefit.

Chad Owen & Anthony Owen: Big Truck Annuity Sales Tip - 1.  How hard to you qualify annuity prospects over the phone?  2. Do you take clients to lunch?  3. What is your ROI?  4. Do you carry business cards?


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Update On Annuity.com Leads

Bill Broich: US Treasury floating notes and its effect on the annuity business, Mechanics of a variable annuity income rider, Student debt explodes, 529 plans, Fixed indexed annuities only have a .002% complaint rate, Bogus annuity designations, Annuities with LTC riders,

Kevin Dufficy: Update on Annuity.com leads.

Shaun Ebben: National Life Insurance Company.

Chad Owen & Anthony Owen: Big Truck Annuity Sales Tip - How to handle the question of surrender periods.  American Equity third party information handouts and client appreciation dinners.  $600k sale from 4 year old mortgage protection lead.


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American Equity Well-Being Rider - Sentinel Security Summit Bonus

Bill Broich: IRS list of top scams, Referral case, National insurance agent licensing, Axa dropping VA benefits, Annuity.com agent tools,

Anthony Owen: Product Update: American Equity death benefit and well-being rider, Sentinel Security's new FIA with income rider.


Open Mic archived audio is available for contracted agents.  To find out how to partner with us Click Here.

 

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