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Annuity Agents Alliance Blog

Department of Labor Fiduciary Rule Review

Anthony Owen | July 16th, 2015 | Open Mic,

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.

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

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

Anthony Owen | July 9th, 2015 | Open Mic,

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.

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

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How to Use a Prospectus to Sell Against Variable Annuities

Anthony Owen | July 2nd, 2015 | Open Mic,

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.

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

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Safe Money Radio Marketing Annuity Lead System

Anthony Owen | June 25th, 2015 | Open Mic,

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.

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

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Annuity Lead and Marketing Training

Anthony Owen | June 4th, 2015 | Open Mic,

Bill Broich: Higher Medicare premiums – Beneficiary Q&A – Tax advantages from IRAs through IULs.

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

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Recipe for Success in Your Annuity Business

Anthony Owen | May 28th, 2015 | Open Mic,

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.

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

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Guggenheim TriVysta: Deutsche Bank and Morgan Stanley Indexed Annuity Crediting Strategies

Anthony Owen | May 21st, 2015 | Open Mic,

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.

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

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Chad Owen Explains How He Sold a $1.3 Million Annuity

Anthony Owen | May 14th, 2015 | Open Mic,

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

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New Indexed Annuity: Guggenheim TriVysta

Anthony Owen | May 7th, 2015 | Open Mic,

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.
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

Guggenheim TriVysta – New Exclusive Limited Partnership Indexed Annuity

Anthony Owen | May 1st, 2015 | Product Spotlight,

Exclusive Partnership – Limited Distribution

Exclusive Indexed Strategies from Deutsche Bank and Morgan Stanley

Increasing Income After Activation Potential

High Income Payouts

10/10 Compliant

Competitive Compensation

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