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Annuity Agents Alliance Blog

New Indexed Annuity: Guggenheim TriVysta

Anthony Owen | April 30th, 2015 | Open Mic,

Bill Broich: Hypothetical variable annuity income vs. guaranteed indexed annuity income case design – FINRA launches helpline for seniors – SEC calls FIAs dangerous? Do they know what they are talking about? – Mark Cuban repost, “Hard Truths Entrepreneurs Need to Know” – Agent Share: Why I never sold a Variable Annuity – New fixed indexed annuity by Guggenheim: TriVysta (Find Out More)Find out more.

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American Equity Transferring Funds Annuity Sales Tool

Anthony Owen | April 23rd, 2015 | Open Mic,

Bill Broich: Understanding Step-Up-In-Basis for Estate Taxes, Dividends and estate planning, Video annuity marketing, Bankers Life 3% for 5 yeas MYGA, Transferring annuity funds guide supplement from American Equity.

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Two New Annuity Sales Training Videos

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

Bill Broich: Allianz videos on healthcare, inflation, and taxes – Global debt increases – 2014 sale of variable annuities the lowest since 2009 – State Guarantee Funds.Rick Dennis: Client compliment letter.Tom Bradley: American Equity annuity products, death benefit rider, and lifetime income benefit riders.Anthony Owen: Two new annuity sales training videos – The future contraction of the annuity business – Selling peace of mind.
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Ben Stein and Tony Robins Endorse Annuities

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

Bill Broich: Signs of elder abuse – Variable Annuities and risk to insurance companies per A.M. Best – New 401k plan fee disclosures – 6 planning differences for female clients – State Guarantee Fund article by Kiplinger – Insurance companies increase exposure to triple-b corporate credit – Retire Village updates – Ben Stein and Tony Robins endorse annuities.

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Selling Annuities with Emotions

Anthony Owen | March 26th, 2015 | Open Mic,

Bill Broich: Properly documenting beneficiaries on annuity contracts – NARAB II signed into law – Medicaid qualified annuity misconceptions – Gift tax exclusions – How are income rider payments taxed –

Anthony Owen: Annuity Sales Tool: “How Long Must Your Money Last” client handout – Selling with emotions annuity sales script – Sales Presentation: “Two Returns on Your Investment”.

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Why You Don’t Need Balance in Your Annuity Sales Process by Anthony Owen

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

Bill Broich: Women and the annuity market – Top 5 regulatory issues for insurers in 2015 – Increased FINRA scrutiny of variable annuities.

Eric Hutter: Volatility Control Index – The S&P 500 Dividend Aristocrats Daily Risk Control 5% Index.

Anthony Owen: Fixed indexed annuity with same returns as S&P over last 10 years – Why you don’t need “balance” in your annuity sales process – New Allianz Preferred client videos.

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Darin Lucas, President of National Insurance Marketing Executives Q&A on the Insurance Industry

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

Bill Broich: Deferred Income Annuities – Annuity clients biggest fears.

Darin Lucas, President of National Insurance Marketing Executives (NIME): Q&A about the insurance industries future and trends.

Anthony Owen: Bankers Life 5 year MYGA – The importance of calling annuity leads quickly.

David Townsend: Security Benefit Secure Income Annuity (SIA) sales suspended effective March 6, 2015.

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8 Annuity Marketing Systems Available to Our Partners

Anthony Owen | February 26th, 2015 | Open Mic,

Bill Broich: Editorial: Department of Labor letter on “hidden fees” – How to build client trust – Important questions to ask before buying a fixed annuity – Myth busting annuities – Annuity Rate Leads sales results.Anthony Owen: 8 annuity marketing systems and counting.
Open Mic archived audio is available for contracted agents. To find out how to partner with us
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The Importance of Having a Mentor in the Annuity Business

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

Bill Broich: The importance of having a mentor – Insiders guide to variable annuities – Retire Village: Video dripping to your annuity clients – Women and annuities – Agent Share: Tier Three Income.

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How to Handle Suitability in Annuity Sales

Anthony Owen | February 12th, 2015 | Open Mic,

Bill Broich: 20th birthday of indexed annuities – Banks entering indexed annuity market – Industry will lose more than 300 broker dealers by 2016 – Bill Gross: Fed must be very careful in raising rates – TIAA-CREF Survey: Retirees don’t know how to get guaranteed income – Chad Owen #81 with American Equity for 2014.

Jenny Lewis: Life insurance sales and support.

Anthony Owen: Structured notes.

Chad Owen: How to handle suitability.

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