annuity carrier

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  Roll With the Changes

  By Trudy Bourque  |  August 22, 2012

  Some of the latest annuity carrier updates.

• Asset repositioning

  By Russell E. Towers, J.D., CLU, ChFC  |  August 1, 2012

  The question to ask is, “Can a client use an ‘asset repositioning’ strategy to provide an increased income stream while transferring an equal or greater asset value to heirs?” The answer is yes.

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  Asset Repositioning in a Time of Low Interest Rates

  By Russell E. Towers, J.D., CLU, ChFC  |  July 5, 2012

  A tax-efficient Single Premium Immediate Annuity provides guaranteed income and facilitates the transfer of wealth to heirs.

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  Tail Wagging the Dog: Annuity Carriers Stealing Your Clients?

  By Michael Ham  |  May 31, 2012

  As an independent agent, are your clients at risk?

• Getting Clarity from the Carriers

  By Warren S. Hersch  |  May 1, 2012

  Amid the onslaught of media coverage respecting Glenn Neasham’s conviction for selling an annuity to a 83-year-old senior diagnosed with Altzheimer’s Disease, many of our readers are asking how they can guard against a similar fate. One place to look for guidance, clearly, is your annuity carrier.

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  Who Should Buy Annuities?

  By Lloyd Lofton  |  April 10, 2012

  Despite their many benefits, annuities aren’t for every investor. Here’s a checklist to determine if they meet your client’s specific needs.

• Create an Economic Engine With Life Insurance and Immediate Annuities

  By David W. Holaday  |  June 10, 2011

  If you are in the life insurance business and you serve clients age 65 and older, annuity income maximization is a strategy that must be in your repertoire of capabilities.

• Create an Economic Engine With Life Insurance and Immediate Annuities

  By David W. Holaday  |  June 4, 2011

  If you are in the life insurance business and you serve clients age 65 and older, annuity income maximization is a strategy that must be in your repertoire of capabilities.