Annuity Agents Alliance Blog

Real Help From Real Agents

Solution Based Case Design Generates $910,000 Annuity Sale

Bill Broich: DOL Fiduciary Rule update - More fees and fewer commissions for variable annuities.

Anthony Owen: Benefits of annuity laddering vs. product selling.

Rick Taylor: Variable annuity replacement sale.

Tom Malone: $910K annuity sale by selling solutions.

Tom Malone: American Equity ReadyApp.


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How to Ladder Annuities for Solution Based Sales

Bill Broich: DOL Fiduciary Rule lawsuit update - Athene annuity rate change - Boston College new research on Social Security - $430 million in sanctions from SEC and FINRA for Merrill Lynch - Saving balances are in decline - Social Security is running out of money - Annuity client review letter - Brexit news - 60-day rollover rules - Repost of Laddering process by Anthony Owen.


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F&G Guarantee Platinum 5 special 3.15%

Bill Broich: Fourth lawsuit filed against DOL - Treasure Deputy says he loves "some annuities" - IRS rules FINRA fines are not tax deductible - BlueCross BlueShield asks for 62% rate increase for Obamacare - Broker pay per $1 million of income - Federal regulators may try to kill critical illness insurance to support Obamacare - How annuity agents can compete against mega banks and brokers - F&G Guarantee Platinum 5 special 3.15% rate ends June 22nd.


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Hard Truths Entrepreneurs Need to Know" by Mark Cuban with commentary by Anthony Owen

Bill Broich: Second lawsuit filed against DOL - annuity client handout wellness newsletter - Quit focusing on Cost per Annuity Lead - Compounding chart client handout - Boom and bust stock market chart - The downside of laddering bonds - "Hard Truths Entrepreneurs Need to Know" by Mark Cuban with commentary by Anthony Owen - Legacy arbitrage.


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The Golden Age of Investing is Over

Bill Broich: Future stock market declines due to decreasing populations - The golden age of investing is over - AARP to deploy "mystery shoppers" for DOL fiduciary rule compliance - Using Single Premium Life Insurance for legacy planning.


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Athene Ascent Pro Indexed Annuity Review

Bill Broich: Retirement savings statistics - Long term bonds vs. annuities - Support Americans for Annuity Protection - ThinkAdvisor.com Top 25 Articles for 2015 - New annuity sales and marketing handout from American Equity - Kiplinger article on Protection for Fixed Annuities.DOL might bull FIAs out of the BICE requirement - Google backs out of insurance market - Legacy annuity sales tips - Using the "spendthrift clause" in annuity planning - F&G Guarantee Platinum 5 MYGA at 3.15%.

Harry Sastro: Athene Ascent Pro FIA review.


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Is Non-Guaranteed Universal Life Insurance Designed to Implode?

Bill Broich: Affordable care act is losing medical support - Is Universal Life Insurance designed to implode? - LinkedIn ProFinder as an annuity marketing tool - Retire Village: Online database driven annuity lead system updates - Evaluation of cost basis issues in annuities.


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Update to Online Annuity Lead Website Drip System

Bill Broich: Editorial: Baby Boomers and learning that income is king - Historical past performance of American and Foreign markets - ACLI moves closer to Fiduciary Rule lawsuit - Annuity Sales advice from multi-million producer Chris Thomas, the power of fact finding - Retire Village annuity website client drip system updates - Taxpayer Advocate Service for your annuity clients.


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