Search results for: how-to-sell-annuities

How To Sell Annuities

Author : Chung Penick
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Annuity sales are a huge opportunity for independent agents in the senior market. In this book, you will find additional insight, tips, useful questions and statistics to help you drive you practice.

Selling Annuities

Author : Noble Paya
File Size : 55.99 MB
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Annuity sales are a huge opportunity for independent agents in the senior market. In this book, you will find additional insight, tips, useful questions and statistics to help you drive you practice.

Annuity Strategies Little Known Secrets for Selling Annuities

Author : Jon Pires
File Size : 54.99 MB
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Do you know how to sell your existing annuity? If you want fast cash in large amount, annuities are really viable options but you will not be that profitable until and unless you know how to do it. For those who have gained the experience, the process will be painless but for those who are not well informed, the task can be a tough one! Read the facts in these articles and be knowledgeable... NOW! GRAB A COPY TODAY!

How to Sell Annuities

Author : Michael Bonilla
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Do you ever wonder how some people sell annuities like hot cakes and yet you haven't sold a single annuity in over a year? Not everyone starts out know the tips and hints to take them to the top of annuity sales. This book might be helpful on your journey selling insurance. Selling Annuities isn't like selling life insurance. It takes a slightly different approach and this book will give you something to think about next time you are prospecting for annuities. I've put some strategies, some prospecting ideas and some overall helpful hints.

How to Sell Annuities Second Edition Annuity Sales Techniques Tips and Strategies

Author : Michael Bonilla
File Size : 79.88 MB
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In this second edition of "How to Sell Annuities" you will find additional insight, tips, useful questions and statistics to help you drive you practice. Writing this second edition it was clear that there was more I could contribute and the resulting new edition should be a significant improvement over the first draft. Annuities are what some industry analysts would consider the 'drug' of our industry, why? Because, once you sell your first annuity most agents never want to sell anything else. So, that being said, how can this book help your annuity sales? I'm looking for you to partake with one critical piece of information, whether that is a new strategy for selling, understanding how to improve your workflow/process and or some kind of inspiration for prospecting.

Sell Annuity

Author : Nishant K. Baxi
File Size : 80.21 MB
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Where The place to Sell Promote Annuities Connection Annuities are fast quick becoming turning into changing into a big an enormous a giant part of a part of a person an individual's retirement program. While Whereas a part of people lots of people are actually are literally using utilizing them for the future the longer term the long run, there are also additionally others that profits of an annuity design and then after which sell promote it off to others. These individuals people have two ways methods to sell promote it. They can They will They'll sell promote the item without anyone else's input or they can they will they'll request that a financial monetary specialist carry out the employment for them.

Change Buyer Behavior and Sell More Annuities

Author : Jack Marrion
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Tax Saving Keogh Helps You Sell More Insurance Annuities

Author :
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Annuities For Dummies

Author : Kerry Pechter
File Size : 45.10 MB
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Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest savings accounts, an annuity may be the key to a secure and comfortable retirement. How can you find out whether an annuity is right for you? Read Annuities For Dummies, 3rd Edition. This completely revised and updated, plain-English guide is packed with the latest information on choosing the best annuity for your retirement needs. You’ll find out exactly what annuities are, whether they’re the right financial vehicle for you, and which of the many annuity options might have your name on it. You’ll learn the ins and outs of using annuities to fund your retirement years, figure out whether to stress investments with insurance or insurance with investments, and find out how the right combination of annuities can help you squeeze more income out of your savings that any other financial tool. Discover how to: Identify the main types of annuities Weigh the pros and cons of annuities for yourself Minimize the complexity and cost of your annuity investment Figure out how much money to commit Avoid common annuity pitfalls Create an income you can’t outlive The time to start securing your financial future is now. Annuities For Dummies, 3rd Edition, gives you knowledge, insider tips, and expert advice you need to make your money do its best for you.

The Income Revolution

Author : Joseph Stark
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You've probably thought about where you will live in retirement and how you plan to spend your time. But do you know how much income you will need to pay for the type of retirement you want? With Social Security's uncertain future, as well as the increasing cost of healthcare, you need to formulate a retirement strategy with an income stream—available from annuities—that you can't outlive. In The Income Revolution, you will learn what questions to ask and what planning you should do, whether you are years away from retirement or expecting to retire in the near future. This book will help you: • Understand why pensions are disappearing and what you can do if you don't have one • Reallocate your portfolio to reduce your risk from market volatility • Figure out whether you can afford the retirement lifestyle you have chosen • Work with insurance agents and financial planners to find out how much monthly income you need • Learn the differences between fixed and variable annuities • Figure out what type of annuity to consider

Bankers as Brokers

Author : Merlin Gackle
File Size : 44.54 MB
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"Until recently, bankers could do little to stop the flow of customer deposits into non-bank investment products. Not only were they facing disintermediation of dollars but, perhaps more importantly, disintermediation of customers as well." "Now banks can fight back - by offering their customers the full range of financial products that they have been looking for. Bankers as Brokers is the banker's definitive guide to starting, running and succeeding with an investment products line." "This comprehensive overview takes bankers through the critical elements of the investment products business, helping financial institutions develop a program that fits their needs and their customers." "Bankers as Brokers offers strategies on increasing income, customer retention and new business with a wholly integrated program. It also identifies and addresses the potential problems in the area, including deposit cannibalization and regulatory concerns." "Bankers as Brokers tackles the following issues and more: building a better bank through brokerage; reviewing, adopting, promoting and selling investment products; leveraging customer trust with financial planning services; specific needs and concerns of community banks; creating a full-service financial center by offering investment products; dramatic changes in customer needs and how to meet them; high-tech marketing methods that target new customers; integrating investment products with the "rest" of the bank; and the growing regulatory and compliance concerns for banks." "Both an assessment of today's market and a road map for the future, Bankers as Brokers can help bankers chart the course to record-setting profitability."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved

Don t Die Broke

Author : David Reindel
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Massive numbers of 50-plus baby boomers will be retiring in the next few years. How will they finance that retirement? This practical guide presents an often overlooked but commonsense solution. Expert David Reindel argues persuasively for the preservation of assets, rather than a risk-prone obsession with the accumulation of them. Crucial to this process, he explains, is the humble annuity. Why have these time-honored investment tools generated so much negative attention in recent years? Don’t Die Broke details the financial industry’s misrepresentations of the annuity, and how — set up and managed correctly — it can offer the most reliable income source for boomers in this era of economic uncertainty. This book is both a clear-minded analysis of the forces that have led us to the present calamity and a reassuring roadmap to a more secure future.

Cognitive Constraints on Valuing Annuities

Author :
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"This paper investigates consumers' difficulty in valuing life annuities. Using a survey-based experiment, the authors show that the prices at which people are willing to buy annuities are substantially below the prices at which they are willing to sell them. This finding is not a simple endowment effect, because it prevails even when the annuity and lump-sum option are both presented as deviations from their own endowments. They also find that buy values are negatively correlated with sell values, as those individuals who express the highest sell values tend to also express the lowest buy values. This sell-buy valuation spread is negatively correlated with cognition; that is, the spread is larger for those with less education, weaker numerical abilities, and lower levels of financial literacy. Their evidence contributes to the emerging literature on heterogeneity in financial decision-making abilities. Importantly, it implies that many people lack the cognitive skills required to manage their retirement asset decumulation decisions optimally."--Abstract.

Bank Sale of Annuities

Author : Jerome Harleston
File Size : 80.23 MB
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Discusses U.S. Supreme Court opinion upholding the Comptroller of the Currency's decision permitting national banks to sell annuities.

Banks the Delivery of Financial Services

Author : Florida. Legislature. House of Representatives. Committee on Commerce
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Decision Complexity as a Barrier to Annuitization

Author : Jeffrey R. Brown
File Size : 47.69 MB
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We show that people have difficulty valuing annuities, and this, instead of a preference for lumpsums, helps explain observed low annuity demand. Although the median price at which people are willing to sell an annuity stream is close to the actuarial value, many responses diverge greatly from optimizing behavior. Moreover, people will pay substantially less to buy than to sell annuities. We conclude that boundedly rational consumers adopt "buy low, sell high" heuristics when confronting a complex trade-off. This suggests that many consumers do not make optimizing decisions, underscoring the difficulty of explaining cross-sectional annuity valuation differences using standard models.

Watson s Compound Interest and Annuity Loan and Valuation Tables for the Use of Building Societies Brokers and Others Requiring to Buy Sell Or Value Mortgages Bonds Debentures Or Annuities

Author : Watson, William E
File Size : 87.38 MB
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Annuity Lies

Author : Matthew Myland
File Size : 29.5 MB
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Billions of dollars of indexed annuities are being sold every year, but the buyers of most annuities are buying based on information that is not complete, not understood or just plain NOT TRUE!!! There is no such thing as an "8% Annuity Return Secret" or an annuity that guarantees an 8% return for life. We believe annuities have their place, but if you are going to invest a large portion of your life savings in a financial product you should know the truth about what you are buying so that you have the right expectations concerning the performance of the product and how it will affect your retirement. Some of the topics we'll cover are... How income riders work and the REAL NUMBERS concerning the income you'll receive Taxation of the income received as withdrawals from an annuity using the income rider-something almost NO ONE ever discusses The TRUTH about the stock market scare tactics many annuity agents employ so you'll move your money out of the market The HUGE INCENTIVES annuity agents have to sell certain products at certain times The lack of fiduciary duty of insurance agents and stock brokers Why it is that most financial professionals with advanced registrations and designations and a real understanding of financial planning and products DON'T make the sale of annuities a large part of their business Other alternatives and things you were never informed about concerning your options

Transactions Society of Actuaries

Author : Society of Actuaries
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Beginning with vol. for 1951 includes section: Reports of mortality and morbidity experience.

The Complete Guide to Investing in Annuities

Author : Matthew G. Young
File Size : 67.2 MB
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Annuity investment has become an increasingly popular option for many investors each year with the market topping more than $100 billion in sales in recent years. Due to the dual nature of annuities, they can often be misunderstood and many invest ors looking for high return rates steer clear of them, hoping for the quick return ales that they often associate with higher risk investments. Though, as this book will show you, annuity investment done properly can be an incredibly powerful tool in helping you reach your full financial potential without taking substantial risks. In this book, you will learn exactly what annuities are and how they work. You will see all of the common misconceptions about annuities and how you can get past those and decide if annuity investment is right for you. You will learn the primary purpose of an annuity and how it can help diversify your retirement options. You also will learn which risks are immediately associated with annuities regarding to your retirement, including longevity, investment, and planning risks. Interviews with dozens of financial experts have helped us compile a comprehensive guide on everything you can imagine related to annuities. You will learn how a fixed annuity operates and what you can expect from multi-year agreements as opposed to single-year agreements or market value adjusted annuities. Index, variable, and income annuities are also described in full detail in their own chapters along with when they are the best choice and how they ideally fit into your investment strategies. You will learn how to properly structure an annuity and how to optimize your variable investments. You will be shown how to access, get out of, or convert your annuities when things change in your life and what you can expect to pay in taxes on your annuities. Finally, you will be walked through the annuity sales process, including what you should expect from your salesman and ten essential questions you must ask before you sign any paperwork. If you are considering or preparing to purchase an annuity in anticipation of your retirement, this book is a vital tool that you cannot overlook.