You are browsing the archive for Annuities.

Are Annuities The Right Product For You?

July 29, 2014 in General

Annuity Pension Pot

As an investor, you are probably familiar with the annuity investment product, but you may not know the full story behind it. Investopedia defines an annuity as “a financial product sold by financial institutions that is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time.” Much of the fine print is disregarded by the brokers selling these products, but it is wise for investors to understand the pros and cons of them before investing in one. Let’s dive into what exactly annuities have to offer.

Client’s Seeking Market Value Adjusted Annuities

March 17, 2014 in General

As clients have begun to feel the shifting winds with respect to the general economy, the annuity ma
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The 16th Annual Life Insurance Selling Indexed Annuities Survey

July 8, 2012 in General

2012_Indexed_Anuities_Survey.pdf As total annuity sales dipped 8% in the first quarter of 2012, inde
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Get original story/post can be found at: insurance « WordPress.com Tag Feed
As some links might get broken.

If you want your post to be removed please use our contact form and allow up to 14 days of response, as I am usually traveling a lot.

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REAL Benefits – Forethought Index Annuities & Lifetime Income

June 14, 2012 in Insurance Agent


Walk through the REAL Benefits of Forethought Fixed Indexed Annuities. The Bonus Advantage offers Lifetime Income, Enhanced Death Benefits, Accelerated Secure Retirement Income, and guaranteed locked-in benefits. When planning for retirement, it is essential to have more than just a guaranteed stream of lifetime income. Clients should protect their asset with the highest guaranteed interest rates for lifetime income, guaranteed death benefit, the creation of a secure retirement plan.

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California Life and Health Insurance Agent License Exams Review Questions & Answers 2014: Self-Practice Exercises focusing on the basic principles of life/health insurance and CA specific rulesCalifornia Life and Health Insurance Agent License Exams Review Questions & Answers 2014: Self-Practice Exercises focusing on the basic principles of life/health insurance and CA specific rulesWe create these self-practice test questions module (with 250+ questions) referencing both the principles/concepts as well as some state specific info... Read More >
So You Want to Be an Insurance Agent 2nd EditionSo You Want to Be an Insurance Agent 2nd EditionThere is more to selling insurance than writing policies. When done right, you can build a successful business that affords you a lifestyle that most... Read More >
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I’m licensed to sell life insurance, medicare supplements, annuities and long term care…?

May 21, 2012 in Insurance jobs and educations

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i’m working a new job in an insurance company for life insurance(term and universal), disability, annuities?

April 24, 2012 in Insurance jobs and educations

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How do you feel about Life Insurance and Personal Retirement Annuities?

March 29, 2012 in Banking insurance

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Do you need to get an insurance license (to sell annuities) for each state or is there reciprocity?

March 23, 2012 in Insurance jobs and educations

I am changing careers and am considering getting into financial services and eventually become a CFP. It appears that to get most entry level jobs, I need the 6 & 7, 63 as well as a Life, Accident and Health license. Is this correct?

Also, I have a good financial background (BS & MBA), but no retail investment experience, will this be a big problem?

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Are Annuities a “Good” Investment?

March 12, 2012 in General

Is an annuity a good investment?  I occasionally get asked that question.  I usually respond,
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Get original story/post can be found at: insurance « WordPress.com Tag Feed
As some links might get broken.

If you want your post to be removed please use our contact form and allow up to 14 days of response, as I am usually traveling a lot.

Interesting Stuff:

General Organic and Biological ChemistryGeneral Organic and Biological ChemistryThis general, organic, and biochemistry text has been written for students preparing for careers in health-related fields such as nursing, dental hygi... Read More >
General ButterfingersGeneral ButterfingersEleven-year-old Walter can’t believe his eyes when he sees the eviction notice from Ralph, the rotten nephew of his old friend, General Britt. It is... Read More >
General, Organic, and Biological ChemistryGeneral, Organic, and Biological ChemistryGENERAL, ORGANIC, AND BIOLOGICAL CHEMISTRY makes the allied health major's Chemistry classtime more efficient and productive. Clear explanations, enga... Read More >

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