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Annuity Agents Alliance Blog

Deutsche Bank CROCI Sectors II Index – Guggenheim TriVysta Fixed Indexed Annuity

Anthony Owen | February 11th, 2016 | Open Mic,

William Shelton, Head of U.S. Equity Structured Solutions and Karan Mehta, CFA, AVP, CROCI Product Specialist – Americas: Deutsche Bank CROCI Sectors II USD Index and 5.5% Volatility Control for Guggenheim TryVisysta fixed indexed annuity.

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Americans for Annuity Protection: Department of Labor Proposed Fiduciary Rule Update

Anthony Owen | January 21st, 2016 | Open Mic,

Bill Broich: Editorial: Beat market volatility with the “Retain & Gain” annuity selling strategies.

Kim O’Brien, Americans for Annuity Protection (AAP): Department of Labor proposed Fiduciary Rule update.

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

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Annuity Sales Objection Handling “My Accountant Told Me Not to Do It”

Anthony Owen | January 14th, 2016 | Open Mic,

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.

Anthony Owen: Objection handling “My Accountant Told Me Not to Do It” – Guggenheim TriVysta commission bonus.

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The Power of Marketing Annuities on the Radio

Anthony Owen | December 17th, 2015 | Open Mic,

Bill Broich: Year-end thanks to our annuity agent partners – DOL might spare FIA’s – Proposed Social Security changes – Annuity lead availability map – InsuranceNews.net “War on Annuities” – Tax deferral illustration – Social Security rule change update.

Chad Owen: The Power of Marketing Annuities on the Radio: Recorded client call.

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Catastrophe Risk Annuity Sales Presentation

Anthony Owen | December 10th, 2015 | Open Mic,

Bill Broich: Center for Retirement Research at Boston College resources – The Federal Reserve and the Federal Open Market Committee – Annuity Industry Update newsletter – SEC to require third-party audits – Bad advice by Dave Ramsey – U.S. Department of Labor Fiduciary Rule update – Annuity Marketing drip system – Lifetime Income Benefit Rider roll-up decrease for American Equity – Obamacare “Cadillac” Tax Plan blocked.

Anthony Owen: Catastrophe Risk annuity sales presentation – Guggenheim TriVysta software update.

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Chad Owen – $100,000,000 in written annuity sales since 2006

Anthony Owen | December 3rd, 2015 | Open Mic,

Bill Broich Q&A with Chad and Anthony Owen: $100,000,000 in written annuity sales since 2006.

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

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New Consumer Video for the Guggenheim TriVysta

Anthony Owen | November 19th, 2015 | Open Mic,

Bill Broich: Synthetic GICS, New consumer video for the Guggenheim TriVysta – FINRA seeks to fine MetLife over Variable Annuity sales – More info on bonds – Stand above the competition with Safe Money Radio, Safe Money Books, and Retire Village annuity marketing.

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Department of Labor May Classify Indexed Annuities Same as Variable Annuities

Anthony Owen | November 5th, 2015 | Open Mic,

Bill Broich: Bill Broich: Indexed Annuities: Past, Present, and Future – Department of Labor may classify Indexed Annuities same as Variable Annuities in new rule – How to sell against bonds – Prestige Partner Mentor Program annuity sales training testimonial.

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How to Do a Annuity Prospect Fact Finder

Anthony Owen | October 29th, 2015 | Open Mic,

Bill Broich: Retire Village online annuity marketing updates – More scrubbed annuity lead success.Anthony Owen: Fact Finding, the key process to annuity case design and sale conversion – How to do a fact finder.
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Retire Village Under New Management

Anthony Owen | October 22nd, 2015 | Open Mic,

Bill Broich: Retire Village under new management with Sherilyn Orr – Cash Balance Plans (419).

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