Annuity Agents Alliance Blog

Real Help From Real Agents

Recipe for Success in Your Annuity Business

Bill Broich: What is a "proprietary fund" - Giving references to your annuity clients - Women and the annuity market.

Anthony Owen: Recipe for success in your annuity business - Beneficiary rules for joint annuitants -  - Guggenheim TriVysta fixed indexed annuity recap.


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

 

Open Mic
DOWNLOAD NOTES

Guggenheim TriVysta: Deutsche Bank and Morgan Stanley Indexed Annuity Crediting Strategies

Bill Broich: Medicare cost increases - Outliving retirement - NAFA responds to Senator Warren - Impact of American Taxpayer Relief Act - What will happen to bonds when interest rates rise

Joe Rych: Contacting your annuity clients.

Anthony Owen: Detailed explanation of the Guggenheim TriVysta Indexed Annuity: Deutsche Bank and Morgan Stanley crediting strategies and income increases after income rider activation.


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

 

Open Mic
DOWNLOAD NOTES

Chad Owen Explains How He Sold a $1.3 Million Annuity

Bill Broich: Suitability is the "Law of the Land" - New annuity marketing videos for clients, Broker fiduciary standards - Bonds and direct relationship to interest rates - Exclusion ration explained - the 411 on CDs.

Chad Owen: Explains how he sold a $1.3 million annuity sale in two appointments from Safe Money Radio Marketing.


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

 

Open Mic
DOWNLOAD NOTES

New Indexed Annuity: Guggenheim TriVysta

Bill Broich: Warren Elizabeth attacks annuity agent incentives - Assumptions and insurance illustrations - Estate planning and dividends - Helping an annuity beneficiary understand distribution options - Indexed Annuities: The most important investment of the next 20 years - U.S. Savings Bond tax trap.

Anthony Owen and David Townsend: New Exclusive Limited Distribution Indexed Annuity: Guggenheim TriVysta.


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

 

Open Mic
DOWNLOAD NOTES