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Do your clients understand the differences between the various types of annuities? This buyer’s guide, published by the National Association of Insurance Commissioners, provides information they need to know about the features and benefits of annuities when they are choosing a product to suit their needs.
The safe and strong appeal of fixed annuities is built upon strict state regulation and oversight. This article by Paul McGillivray provides information to build confidence in the financial strength of our industry and put your mind at ease when recommending a product to clients.
This easy-to-understand brochure from Lincoln Financial Group helps demonstrate to clients how to gain more leverage with their money using a Single Premium Indexed Annuity to minimize taxes, retain control of their funds and leave a death benefit for their heirs.
With a Single Premium Indexed Annuity, every paycheck your clients receive can be tax advantaged. Download this explanation of how the “exclusion ratio” can work in their favor.
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