Category Archives: Resources

Fixed Annuity Facts

April 23rd, 2012 by

This is a great client based annuity education website sponsored the National Association for Fixed Annuities.  If I were you I would put a link to this site at the bottom of ever email to a client.

Indexed Annuity Leadership Council

August 5th, 2011 by

The Indexed Annuity Leadership Council was formed by a group of four life insurance organizations, NAFA and producers to educate consumers about indexed annuities. The IALC is committed to providing complete and factual information about the use of indexed annuities as a part of any balanced financial plan.

This organization hosts a great Blog filled full of useful information for you to share with your clients at

Allianz – The Truth About Fixed Indexed Annuities

August 4th, 2011 by

Under the leadership of Gary Bhojwani, Chairman, Allianz has been on a blitz media campaign singing the praises of our annuity products on CNBC and other television and print media sources.  In support of that effort, Allianz has also been producing some really nice client handout materials.  It’s great to see a carrier take an active role inOne such handout is linked below:The Truth About Fixed Indexed Annuities – Allianz

Great Emergency Money Resources for Your Annuity Clients: Best Bank Account Rates

May 26th, 2011 by

Helping your client find liquid accounts where they can store their emergency money provides a value added service.  This will build trust and confidence with your client and prove that you are looking out for more than just their safe money income funds.

Make sure when you sell annuities that you are also selling emergency money.  That’s not to say that you are going to actually sell savings accounts, certificates of deposit, or money market accounts but it doesn’t hurt to let your clients know where they can get the best rates of return on their emergency money accounts.Here is a great resources for you clients to find out who is offering the highest rates of returns on FDIC insured accounts: