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Tag Archives: annuity think tank

Scott Burns Endorsement of Annuities

At Retirement Think Tank, we would like to commend columnist Scott Burns.  Scott has been an outspoken critic of annuities over the years.  He is often introducing good debate and discussion over the place of annuities in a client’s retirement and safe-money portfolio.  And while we don’t always agree with Scott opinion, he has never  Click to Continue

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Congratulations Stan the Annuity Man!

At Retirement Think Tank, we read journalists, editorialists, bloggers, and many others who chime in on the virtues, pros and cons, sales practices, and industry updates about the annuity world.  Stan the Annuity Man has quickly become one of our favorites.  He offers accurate, thoughtful, unbiased opinions of the industry.  But more importantly, he leads  Click to Continue

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NAFA: Thank you for 15 Years of Dedicated Support

At Retirement Think Tank, we’d like to offer a Congratulations and a Thank You to the National Association for Fixed Annuities (NAFA).  They are celebrating 15 years of supporting the fixed annuity marketplace.  The have worked exclusively to promote and educate Fixed and Index Annuities.  They have been an outspoken consumer advocate, raising the level  Click to Continue

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How to predict your 2013 Annuity Marketing Success

Recently a quick assessment was posted on Life Health Pro by Maribeth Kuzmeski.  According to Kuzmeski, answering these 8 questions will tell you a lot about your marketing strategy for this year. 1) Do you have an up to date website? And does the site have a call to action to engage your prospects? 2)  Click to Continue

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3 Sales questions that are key to sparking action

In a recent article by Jill Konrath, she discusses key questions to ask in a sales situation and why.  First start with a question about their current situation, then move onto finding out what their challenges have been recently and what hurdles they’re currently facing, and finally, what have they been doing to combat these  Click to Continue

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7 Planning Steps for Middle-Income Retirements

According to financial planning research, around 2 million of the 110 million middle-class income households are utilizing financial planning services.  The other 108 million are most likely failing to pursue financial advice based on common attitudes about receiving financial guidance from a professional.  The SOA has found 3 conclusions regarding these attitudes: 1) Individuals do  Click to Continue

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Retirement Advice

Invest in Retirement   While you will want to reduce the risk in your portfolio, another worthy point that the article makes is the importance of having your investments work “through” retirement and not up until retirement. People are living longer than ever before and you need to make sure that you don’t outlive your  Click to Continue

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