Annuity Agents Alliance Blog

Real Help From Real Agents

F&G Retirement Pro

Bill Broich: 50% of annuity sales in 2015 are fixed indexed annuities - California Governor Jerry Brown signs law prohibiting surrender charges on annuity death benefit - Gold or annuities? - How to become a big annuity producer - Annuities vs. CD's - Mutual fund fees.

Tom Bradley: F&G Guarantee Retirement Pro.


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Department of Labor Fiduciary Rule Review

Bill Broich: FINRA launches ad campaign for Broker Check - ROBO Advisor revolution - DOL Fiduciary Rule - Retire Village annuity marketing website - Little steps to take with wealthy clients - FinLead sales stats - Evaluating your annuity sales goals for the second half of the year.


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Q&A with Million Dollar a Month Annuity Salesman, Chad Owen

Bill Broich: Department of Labor proposed fiduciary rule an how you can take action - Big increases in health care insurance premiums.

Chad Owen: Question and answer with the million dollar a month annuity salesman.

Ron Barrett, VP of National Accounts with Fidelity and Guaranty: Introducing F&G's newest fixed indexed annuity, the Retirement Pro.


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How to Use a Prospectus to Sell Against Variable Annuities

Bill Broich: Fishing for annuity sales with the right bait - Why you should quit focusing on cost per lead - Department of Labor fiduciary rule and how it may impact annuity sales - The risk of retirement - How to use the prospectus to sell against variable annuities.

Anthony Owen: Detailed explanation of the Guggenheim TriVysta Indexed Annuity: How income grows after income rider activation.  Sample illustration.


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Safe Money Radio Marketing Annuity Lead System

Bill Broich: Eller v. EquiTrust Life: 9th Circuit Court of Appeals finds bonus indexed annuity delivers exactly what was promised - SEC still gunning for the fixed annuity business - 13 percent of brokers barred from securities sales still have their insurance license - SIFMA lobbying - Barron's Best Annuities - June is Annuity Awareness Month - The danger of over exaggerated IUL illustrations - NAIC approves new IUL Illustration rule - Robot "Robo" advisors.

Anthony Owen: Safe Money Radio Marketing and why it is the best annuity lead system for the producer that wants to go big.


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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.


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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.


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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.


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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.


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