Category Archives: annuity

When Portfolios Drop, Protection Pops—Lead with Safety They Can See

Wall Street’s been sending mixed signals, but one thing is crystal clear: retirement accounts are taking a beating. Between market volatility, looming...

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Maximizing Client Value: Cross-Selling to Medicare Clients

As a producer in the financial services space, your goal is to provide comprehensive solutions that address the full spectrum of your clients’ needs....

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Strategies for Addressing Annuity Concerns

Annuities can be an important piece of your clients’ retirement puzzle. Terms like “tax-deferred” and “low-risk” should be music to the ears of anyone...

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Refocusing for 2020

Another Look at “Indexed Annuities: Consider the Alternative”

We continue to talk about, and continue to get requests for, a whitepaper titled “Fixed...

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Use Our Income Engine

The good news is there is an income rider for almost any income need; the bad news is that sifting through the options to find the best fit for your...

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Indexed Annuity Must-Have Article

The good news for fixed indexed annuity sales just keeps coming! 

FIA’s continue gaining mainstream acceptance for the benefits they provide: safety,...

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There’s a New ETF Game in Town

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Variable Out Fixed In

Variable annuity sales continued on a downward trend during the first quarter, declining 18.5 percent from $31.8 billion to $26 billion, according to new...

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House Blocks DOL Ruling

Last week, the U.S. House of Representatives passed a resolution of disapproval blocking the U.S. Department of Labor’s controversial fiduciary rule.

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DOL Fiduciary Ruling

Insurance Agency Marketing Services has been following the Department of Labor fiduciary ruling very closely. We are monitoring how it will affect fixed...

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