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annuities
Articles tagged with annuities
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Dear (Customer Name): What can guarantee you income for life? Only an annuity, and (Your Agency Name) is a specialist when it comes to finding the right annuity for your particular needs....
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Many of your insureds will be putting a lot of money into annuities this month, next month, and for many months to come. Based on national sales figures, this is a near-guarantee. Will they buy through your agency or from a competitor? If you're an agency decision maker, the answer lies in your hands.
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ANNUITIES: MODULE V-G THE PRODUCT Annuities have been called 'upside-down Life insurance,' a phrase that refers to the fact that annuities are designed to pay out w...
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BAD TIMES CAN LEAD TO GOOD SALES Life insurance products are necessities, of course, in good times or bad. In addition to selling annuities, there are two easy steps that Life producers can take in ...
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COMBINING INSURANCE AND FINANCIAL SERVICES: REALITY CHECK by Carol Hammes After the Barnett decision in Florida and the subsequent passage of the Gramm-Leach-Bliley Financ...
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CONFIDENTIAL ANNUAL REVIEW As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To ...
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ERRORS AND OMISSIONS CONSIDERATIONS by Carol Hammes The old saying 'The cobblers children go unshod' could apply to many insurance agencies today. Thousands of agents dont carr...
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EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...
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Annuities are presently the source of nearly half of Life companies' premium income. A couple of decades or so ago, the figure was just 11%, according to a recent Life Insurance Management Research Association (LIMRA) study.
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Situation: I am a P/C agency principal and I have been pursuing Life and group business for the past few years. The results have been good so far, but I'm getting nervous about liability exposure. First I read about Kentucky agents who are being held liable for unpaid claims written in an insolvent multiple employer welfare arrangement (MEWA).