Anthony Owen: Understanding inflation, how to measure it, and how to use it in annuity income rider case design.
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Rhiannon Friddle, Guggenheim Internal Sales Rep: Product overview of Guggenheim TriVysta.
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Bill Broich: DOL overstepping its authority – Aetna to cut 70% of Obamacare health plans in 2017 – Using charts in annuity sales presentations.
Jenny Lewis: Annuity maximization sales process.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: DOL Fiduciary Rule fear mongering – Tax related identity theft info for your annuity clients – Using videos to improve your annuity marketing – Using Morningstar for competitive case prep – Biggest change in estate planning in 25 years, the close of the Family Limited Partnership loophole – Using FIAs in Grantor Trust to fund estate taxes – Preparing your clients for annuity processing delays by Anthony Owen.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: US Chamber says DOL overstepped its authority with Fiduciary Rule – More Americans dying in poverty – Inflation news – How blue collar prospects can make the best clients – Tax liability of home sales – Retire Village update.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: Alzheimer’s facts and statistics – Why women are more likely than men to face poverty – Tax scams – Guggenheim indexed annuity rate increase – How to fight conservation by Anthony Owen.Dan Biagini, Director of Sales, Allianz: Medicare Pension Plan annuity sales concept.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: Why interest rates are staying low – 4 reasons for rolling over to an annuity IRA – How volatility hurts insurance carrier profits – 5 “Sneaky” Mutual Fund Behaviors that Erode Returns – Selling annuities against bank CDs – How to eliminate “floaters” from your prospect list.
Anthony Owen: 12 Ways to increase annuity sales.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: DOL Fiduciary Rule update – More fees and fewer commissions for variable annuities.
Anthony Owen: Benefits of annuity laddering vs. product selling.
Rick Taylor: Variable annuity replacement sale.
Tom Malone: $910K annuity sale by selling solutions.
Tom Malone: American Equity ReadyApp.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: DOL Fiduciary Rule lawsuit update – Athene annuity rate change – Boston College new research on Social Security – $430 million in sanctions from SEC and FINRA for Merrill Lynch – Saving balances are in decline – Social Security is running out of money – Annuity client review letter – Brexit news – 60-day rollover rules – Repost of Laddering process by Anthony Owen.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
Bill Broich: Fourth lawsuit filed against DOL – Treasure Deputy says he loves “some annuities” – IRS rules FINRA fines are not tax deductible – BlueCross BlueShield asks for 62% rate increase for Obamacare – Broker pay per $1 million of income – Federal regulators may try to kill critical illness insurance to support Obamacare – How annuity agents can compete against mega banks and brokers – F&G Guarantee Platinum 5 special 3.15% rate ends June 22nd.
Open Mic archived audio is available for contracted agents. To find out how to partner with us Click Here.
