Jack Marrion

  • The only two annuity sales you will make in a volatile market

    By Jonathan Musgrave  |  February 1, 2013

    In today’s marketplace, there are only two suitable FIA sales. The first is obviously the income sale. But the second sale to make is often overlooked. Here are a few products you need to consider adding to your practice to capitalize on these sales.

  • Expert: Fixed annuity caps heading up in 2013

    By Maria Wood  |  December 26, 2012

    Jack Marrion predicts caps on fixed annuities will rise next year, but at a rate carriers can handle.

  • Who will be the next Glenn Neasham?

    By Elizabeth Festa  |  May 2, 2012

    Lake County, California, is said to be known for a few things besides having the state’s largest freshwater contained lake—pear production, bird watching, wineries, recent meth lab busts and Glenn Neasham, the convicted insurance agent who thought, he claims, he was selling a good product to a competent senior.

  • 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...

  • EIA Market Likely to Survive Aviva Exit

    By Arthur D. Postal  |  May 1, 2012

    The indexed annuities market is likely to easily find capacity to replace Aviva if the second largest factor in the equity-index annuity market decides to shrink or change its role in the U.S. insurance marketplace.

  • 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?

  • EIA Market Likely to Survive Aviva Exit

    By Arthur D. Postal  |  April 23, 2012

    The equity-index annuities market is likely to easily find capacity to replace Aviva if the second largest factor in the equity-index annuity market decides to shrink or change its role in the U.S. insurance marketplace.

  • Who Will Be the Next Glenn Neasham?

    By Elizabeth D. Festa  |  April 20, 2012

    When Glenn Neasham was convicted on felony theft charges and sentenced to jail for selling an annuity to an 83-year-old woman with dementia, it sent shockwaves through the agent community. But a bigger issue looms: Will Neasham's case repeat itself elsewhere?

  • Is Aviva USA for Sale?

    By Michael K. Stanley and Maria Wood  |  April 13, 2012

    A statement by chief executive Andrew Moss to investors indicating that he is open to considering offers for the division set off a wave of speculation.

  • The Essential Guide to Annuities

    By David Port, Eric Thomes, Maria Wood  |  March 1, 2012

    Boomers want lifetime guaranteed benefits. Carriers want to de-risk their products in a volatile market. Is there an annuity out there for your client? Yes.

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