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Tag Archives: Fixed Indexed Annuity

Safe Money Alternatives

When I talk about the term “safe money”, what I am referring to is simply money you can’t afford to lose.  Depending on your age, your safe money may be a larger or smaller portion of your portfolio.  If you are anything like my parents, the term safe money is talked about, and coming up  Click to Continue

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Annuity Caps

You may be wondering what an annuity cap is and what it means for your annuity.  If you have an annuity cap, then you have what is known as a fixed-indexed annuity.  In a fixed-indexed annuity you have the opportunity to participate in a market index return while also eliminating any losses.   A cap  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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Indexed Annuities Sales Are Up

There’s a reason so many folks buy these products. Where else are you going to get a guarantee for income for life without the potential of loss?   Evanston, IL, —Despite a difficult interest rate environment, income annuity sales grew almost 18% in fourth quarter and nearly 7% in 2011, according to estimates from the  Click to Continue

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How Can I Pay for College

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money  Click to Continue

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How Social Media Can Boost Your Business

According to the 2010 Independent Brokerage Study, 57 percent of agents use at least one social media tool to interact with other professionals, and 59 percent use social media to network with clients and prospects.   While you’ll hear the most buzz about Facebook, Twitter, and LinkedIn, there’s a world of social networking tools beyond  Click to Continue

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Should You Buy an Index Annuity with an Income Rider?

Everyday we are seeing a more and more people fleeing the volatility of the market to purchase fixed annuities. Although some of the more risk adverse clients are purchasing the traditional fixed annuities, but many are hedging their retirement by purchasing fixed indexed annuities.   There are many reasons why this is happening. Consumers now have a product where  Click to Continue

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