Bill Broich: Sun Life baby boomer study, Putnam says yes to annuities, Wharton School Study: Update on the real returns of indexed annuities, Annuity client solution case prep.
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Bill Broich: Variable annuity expenses, Math of investment gains and losses, IRA considerations, annuity case design.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: Allianz white paper on baby boomers, Pro annuity news from Government Accounting Office and US News and World Report, annuity case design (two cases).
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: Hot News, Iowa draws “Line in the sand” for Advisors, BankRate.com annuity article, Mortgage debt relief, Barron’s annuity article, Bloomberg negative variable annuity article, ERMS testimonial, Bond article, The Other Side of the Table: A lesson of independence.
Anthony Owen: Editorial: Annuity leads and marketing.
Mike Davis Jr. & Sr.: Big Truck Sale Tip: Selling through an annuity client drip system.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
It never ceases to amaze me how securities firms spend so much time designing products to try and mimic the lifetime income benefits of fixed indexed annuities and lifetime income benefit riders. So much wasted energy is spent designing investment strategies when the solution is right in front of their faces. You have to wonder if these guys ever climb out of their box to find out what we already know.
Bill Broich: Editorial: Annuity compliance and suitability, Crew Share, Hot News, covered bonds, BondView.com, Look who is scamming seniors, Quarterly sales of FIA’s plummet, The Other Side of the Table: Annuity presentation design case study, Annuity complaints down, Boston College Research Paper on Investments.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: Editorial: Cash flow, Hot News, US Treasure guidance on income plans, WSJ and FBN news on annuities, Indexed Life (David Townsend, Portfolio managers do not buy their own funds.
Anthony Owen: Big Truck Sale Tip: Running your annuity business by the numbers.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
How do you sell millions in annuities? How do you grow your business?Annuity sales is not a sprint, it’s a marathon. Establish a marketing budget and increase it constantly. Even if you start out modestly, say $1,500 per month, and increased your budget by $100 per month your annuity lead budget would more than double in two years to over $3,900. That budget, in most cases, would be enough money to run a Safe Money Radio show and buy six Pre-Qualified Leads or two Annuity.com Lead orders.
Bill Broich: Real world Fixed Indexed Annuity returns, Editorial: I smell a rat, Crew Share, Hot News, NY Times annuity article, IL SEC going after annuity agents, US Treasury yields drop, Top ten FIA misconceptions, What is a hybrid annuity, The Other Side of the Table: Annuity case study.
Anthony Owen: How to write a letter of explanation for annuity suitability.
Chad Owen: Big Truck Sale Tip: The Matrix, the power of the lifetime income annuity virtual account, Is my money real or not? cont…., No more fairy tales.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
See the article linked below and pay special attention to the text, “… those clients received $107,350.97 in bonuses and paid $122,630.24 in surrender penalties, according to the order.”Illinois Securities Regulators Treat Indexed Annuities as Securities
