Annuity Agents Alliance Blog

Annuity Income Inflation Hedged Case Design

Anthony Owen | September 29th, 2016 | Open Mic,

Anthony Owen: Understanding inflation, how to measure it, and how to use it in annuity income rider case design.

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Guggehnheim Annuity Product Overview

Anthony Owen | September 15th, 2016 | Open Mic,

Rhiannon Friddle, Guggenheim Internal Sales Rep: Product overview of Guggenheim TriVysta.

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Using Charts in Annuity Sales Presentations

Anthony Owen | August 18th, 2016 | Open Mic,

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.

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Ground Breaking Indexed Annuity Grantor Trust Sales Concept

Anthony Owen | August 11th, 2016 | Open Mic,

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.
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Department of Labor Overstepping its Authority with Fiduciary Rule

Anthony Owen | August 4th, 2016 | Open Mic,

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.

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Medicare Pension Plan Annuity Sales Concept

Anthony Owen | July 28th, 2016 | Open Mic,

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.
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12 Ways to Increase Annuity Sales

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

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.

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Solution Based Case Design Generates $910,000 Annuity Sale

Anthony Owen | July 14th, 2016 | Open Mic,

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.

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How to Ladder Annuities for Solution Based Sales

Anthony Owen | July 7th, 2016 | Open Mic,

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.

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F&G Guarantee Platinum 5 special 3.15%

Anthony Owen | June 16th, 2016 | Open Mic,

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.

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