Marc Silverman, CLU, ChFC

About the Author

Marc Silverman, CLU, ChFC

Marc A. Silverman, M.B.A., CLU, ChFC, began his financial planning career in 1983 and formed Silverman Financial in 1989. Marc is a 27-year MDRT member with 16 Top of the Table and five Court of the Table qualifications. He is a past chair of the Top of the Table and an Excalibur Knight of the MDRT Foundation. Marc earned his master’s degree in business administration from the University of Miami and was the past president of the University of Miami Alumni Board, School of Business. He is a past president and board member of the Miami Chapter of the Society of Financial Service Professionals.

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  Are your clients protected with an annuity?

  By Marc Silverman, CLU, ChFC  |  December 3, 2012

  For some clients, the extra cost can act as an "air bag" to protect their financial security.

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  Annuities Are Changing: Tell Clients What to Expect

  By Marc Silverman, CLU, ChFC  |  August 10, 2012

  Your clients need to be fully informed of new annuity prices and benefits before they can feel confident purchasing them.

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  Working with Seniors: Make Sure They Understand Annuities

  By Marc Silverman, CLU, ChFC  |  June 5, 2012

  There are a few things we can do as advisors to ensure our clients not only know what they are purchasing, but also feel confident we have their best interests in mind.

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  Advise Accurately on Annuity Adjustments

  By Marc Silverman, CLU, ChFC  |  May 7, 2012

  Annuities remain popular with retirees and pre-retirees. But advisors must stay on top of changes in the marketplace to properly guide their clients.

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  Ease Market Anxiety with Variable Annuities

  By Marc Silverman, CLU, ChFC  |  April 20, 2012

  With a variable annuity, your client can ride out market upheavals.

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  Upgrading a Policy: Protect Your Client’s Cash

  By Marc Silverman, CLU, ChFC  |  March 5, 2012

  If your client wants to switch to a newer contract, it’s critical to know which living and death benefits are in place in the older annuity.

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  A Lesson in Annuity Riders: GMIB vs. GWB

  By Marc Silverman, CLU, ChFC  |  February 2, 2012

  When recommending annuities, be sure to evaluate each rider’s suitability for your client’s unique needs.

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  Start the New Year with New Variable Annuities

  By Marc Silverman, CLU, ChFC  |  January 10, 2012

  If you haven’t tried them in the past, make 2012 the year you become acquainted with VAs.

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  Use variable annuities to build client portfolios — and legacies

  By Marc Silverman, CLU, ChFC  |  January 1, 2012

  It’s no secret the investment environment is murky. There are a lot of options for your clients, but with the economy’s uncertainty, building a portfolio can be challenging.

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  Use Variable Annuities to Build Client Portfolios — and Legacies

  By Marc Silverman, CLU, ChFC  |  December 19, 2011

  How one advisor is finding success using VAs as alternative investments and legacy-builders for appropriate clients.