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Annuity Agents Alliance Blog

Cornerstones of the Annuity Business: Capitalization, Annuity Marketing, Income Planning Case Design, and Annuity Sales Process

Anthony Owen | March 17th, 2016 | Open Mic,

Bill Broich: Corporate stock buy back inflating the stock market? – Senator Ron Johnson moves to stop DOL Fiduciary Rule – Genworth settles lawsuit – Women are not equal to men in retirement.

Anthony Owen: The four cornerstones of your annuity business; Capitalization, Annuity Marketing, Income Planning Case Design, and Annuity Sales Process.

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

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Annuity Marketing Client Handout “2016 Annuity and Investment Report”

Anthony Owen | March 10th, 2016 | Open Mic,

Bill Broich: Wall Street Journal article supporting annuities – MetLife sells its “premier” sales group to MassMutual – Genworth and LTC premiums – Wells Fargo warns against investing in bonds – 2016 Annuity and Investment Report annuity marketing handout.

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

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Increase Your Annuity Marketing Now! Indexed Annuity Sales on the Rise

Anthony Owen | March 3rd, 2016 | Open Mic,

Bill Broich: Fixed indexed annuity sales growing, variable annuity sales slowing – Are negative interest rates coming? – Department of Labor questioned by SEC – Support Americans for Annuity Protection – Tax scams to warn your annuity clients about.

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

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Annuity Marketing and Sales Training

Anthony Owen | February 25th, 2016 | Open Mic,

Bill Broich: The ignorance of retirees – Department of Labor Fiduciary Rule update from NAFA – High-Yield CD bait and switch annuity marketing – Promissory notes may not be a real promise – Advantages and Disadvantages of Municipal Bonds.

Carl Muehlemeyer: The rule of 100 annuity sales concept.

Ralph Hill: Safe Money Book new larger text size edition.

Anthony Owen: Sideline phone spoofing app for annuity marketing client calls.

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

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Annuity Selling with a Concept, Problem, Solution Process

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

Anthony Owen: Annuity Selling with a Concept, Problem, Solution Process.

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

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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.

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

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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.

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

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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.

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

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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.

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

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Annuity Marketing | Annuity Leads