Annuity Marketing Strategies

Unlike other insurance products, many annuities producers are certified financial specialists and planners.  There’s a reason for this - annuities sales often require a...

Disruption leads to innovation in the annuity market

There is little doubt that the Department of Labor’s (DOL) fiduciary rule – if indeed implemented – will disrupt the existing financial services’ business...

Formal retirement planning a ‘win-win’ for advisors and consumers

LIMRA SRI research confirms that formal retirement plans lead to significantly increased sales of annuities, while nearly half of affluent clients with a formal plan consolidate vast majority of their assets with their advisors.

Expect solid growth for indexed annuities through 2023

New sales forecast from LIMRA’s Secure Retirement Institute predicts IA sales will continue to drive sales growth while variable annuities see further declines before rebounding in 2022.

Getting Started Selling Annuities

What would you tell someone who wants to get into annuities?  The agent in question came from a life insurance background, but hoped to...

Consumers like the idea of guaranteed lifetime income, but have little familiarity with annuities,...

The greatest financial challenge facing retirees is determining how to make sure their money lasts as long as they do. That challenge is exacerbated...

Delay in DOL Rule prompts LIMRA Secure Retirement Institute to adjust annuity sales forecast...

While 2017 annuity sales totals are still tracking toward a decline, the Institute has revised its 2018 forecast and now predicts a 5% increase of overall annuity sales next year.

Annuity proponents praise bill that would make it easier to include annuities in retirement...

An amendment in The Family Savings Act, HR 6757 passed by the House of Representatives on Sept. 27, would improve access to annuities by removing barriers restricting the types of small business employers permitted to band together to offer a retirement plan.

9 states where insurance is the largest industry

When you remove the real estate and government sector, a new analysis from 24/7 Wall St. found the economies of these states are largely driven by the insurance industry.

Annuity IMOs partner up as Futurity First acquires M3 Financial

HARTFORD, Conn. – National independent insurance distribution company Futurity First Financial Corporation (FFFC) announced July 29 that it has acquired M3 Financial, a national...