fixed annuity product

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  The Right Fit

  By Michael Stanley  |  May 2, 2012

  The saga of Glenn Neasham has elicited passionate responses on both sides of the aisle. A word that gets thrown around when discussing his sale of the MasterDex 10 Annuity from Allianz (MasterDex) to a then 83-year-old, dementia-stricken Fran Schuber is “fair”. You are either of the belief that what...

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  The Right Fit

  By Michael K. Stanley  |  April 25, 2012

  Was the annuity Glenn Neasham sold the right one for his client, the right one for himself, neither or both?

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  Beat the estate tax blow: with deferred annuities and an irrevocable trust

  By Staff Writer  |  January 1, 2012

  The hinge around which estate planning revolves is gifting. The future growth in value of the asset from the date of gift to the date of death will be removed from the estate for estate tax purposes.

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  Beat the Estate Tax Blow with Deferred Annuities and an Irrevocable Trust

  By Staff Writer  |  December 22, 2011

  Is life insurance not an option for your client when it comes to legacy planning? Try an annuity instead.

• Marsh & McLennan Agency Acquires Employee Benefits Division of Kaeding, Ernst & Company

  By Warren S. Hersch  |  November 4, 2011

  The employee benefits division, with approximately $600,000 in annual revenue, will become a part of Bostonian Group, a Marsh & McLennan Agency company.

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  Riders: The New Selling Point

  By Lori Widmer  |  October 1, 2011

  For the consumer, it's all about added benefits. For agents selling in a tough economy, it's more about finding ways to attract and retain customers.