Annuity Sales Agents

New State Rules Require More Care In annuity sales
New state rules require more care in annuity sales Insurers must monitor sales to deter consumer harm sales techniques. New agents licensed after Aug. 1 must undergo the training before selling annuities. ... Fetch Full Source

*** COMPANY AND AGENT ALERT *** - Ohio
Current market environment and the danger of fear induced sales. Annuity insurers have an obligation to immediately take proactive steps An insurance agency selling annuities is subject to the same legal obligation to supervise its insurance agents to prevent improper annuity solicitations ... Access This Document

Free Annuity Leads - YouTube
Http://USAnuityGroup.com - US Annuity Group - a division of National Annuity & Life Sales was created to help agents market and sell Insurance and Annuities. Our company is owned and operated by current and former successful producers. We know what it takes to get the job done because ... View Video

Robert Powell's Retirement Portfolio: Variable Annuities: Right Or Wrong For You?
Variable annuities are very complex investment products and may be unsuitable for people in or close to retirement, or those with a short investment horizon. Here are ways to understand whether a variable annuity is right or wrong for you and what to beware of. ... Read News

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Annuity sales that would not occu r but for the deceptive, fraudulent and illegal conduct of Conseco and Affiliated Agents described herein. Defendant and sales agents use this information to “churn” existing senior citizen life insurance ... Read Content

ANNUITY NEW BUSINESS AGENT CHECKLIST
ET‐ANN‐CKLIST (11‐12) Remember to complete EquiTrust’s online agent training prior to solicitation if required in your state. FORMS NEEDED FOR ALL SALES ... Fetch Content

Allianz Life Insurance Company Of North America
Through independent agents has prevailed throughout the evolution of the company. North American Life Association Founded in 1910 by Zeke Austin with The leader in equity indexed annuity sales in 2000, 2001, 2002, and again in 2003, the Allianz Life ... Fetch Full Source

Annuity Sales & Service Center - Marketing Alliance Inc
Annuity Sales & Service Center 2011 End of Year Processing for Annuities and the sales practices of insurance licensed agents will continue to be front and center in the minds of regulators. Tax status Risk Tolerance ... View Doc

Talk:Guarantee Security Life Insurance Company - Wikipedia ...
The firm marketed these products through a national sales force of more than 16,000 highly commissioned insurance agents. for the first year. According to a sales writing hundreds of letters saying they’re not covered and their annuity is not there.” – Senator Sam ... Read Article

Deficiency Judgments - About.com Home Buying / Selling
Short Sales. While the home is pending foreclosure proceedings, sometimes banks will agree to cut their losses. listing agents; Top Related Searches deficiency judgments deficiency judgment constructive notice first mortgage debt collector promissory note. ... Read Article

Creative Marketing Launches New Service To RIAs
Creative appoints industry veteran Rob Hagg to consult with registered investment advisors on ways to grow their businesses. (PRWeb November 19, 2013) Read the full story at http://www.prweb.com/releases/2013/11/prweb11346465.htm ... Read News

As Seen In The April 2010 Issue agent’s sales Journal ...
Brought to you by As seen in the April 2010 issue Annuity agent’s sales journal Selling guide 2010 long term cAre income rider glwb gmdb Survivor benefit ... Retrieve Content

Fixed annuity sale. What Are Your Responsibilities?
Certification from agents, agencies, or broker/dealers who conduct their own suitability review of all fixed annuity sales and replacement recommendations. 3 Client profile Once you have gathered information from your clients, you will be in a better position to ... Read Here

Annuity sales Practices - California
Life agents who sell annuity products must first complete eight (8) The importance of determining client suitability for annuity sales (Sections 10509.913 and 10509.914 of the CIC). For example: 10% A. Identify the need for information prior to making recommendations 1. ... Read Document

ANNUITY SUITABILITY WHY REGULATORS ARE CONCERNED
General agents and broker-dealer agents on suitability of annuity sales and sales practices, and for verification of those programs. ... Access Full Source

California Department Of Insurance Four-Hour Annuity Training ...
California Department of Insurance Four-Hour Annuity Training Outline Topics to be included in the Annuity Sales Practices for California Insurance Agents’ Training Courses ... Document Retrieval

MetLife - Wikipedia, The Free Encyclopedia
By 1880, sales had exceeded a quarter million of such policies, resulting in nearly $1 million in revenue from 2009, MetLife globally managed group annuity assets of $60 billion with $34 billion of transferred pension liabilities and provided benefit payments to over 600,000 annuitants ... Read Article

Senior Market Sales, Inc. Annuity Marketers
Senior Market Sales, Inc. Annuity Marketers Annuity Department: 1-877-645-4939 John Shields loves to witness the life and annuity agents he works with growing and succeeding as they implement the tips and information he ... Retrieve Full Source

Non-Resident Sales Of Life Insurance And Annuities
January 22, 2013 Non-Resident Sales of Life Insurance and Annuities Aviva wants to make sure that all of its agents understand rules and regulations ... View Document

Massachusetts Mutual Life Insurance Company
Their features to sales agents. 2. A variable annuity is a hybrid product that is both a security and an insuranc e contract. The contract owner makes purchase payment(s) to the insurance company and the ... Doc Viewer

Forethought Life Insurance Company SCHEDULE OF COMMISSIONS ...
FOR ANNUITY SALES ELITE GENERAL AGENT SCHEDULE This Schedule of Commissions for Annuity Sales your agents, which belong to us, our annuity or insurance contract owners (hereinafter referred to as a “insurance contract owners”) or ... Read Full Source

NOTICE OF LIFE INSURANCE OR ANNUITY SALES VISIT ...
The Agent(s) Full Name(s) as it appears on his or her California Insurance License_____ The Agent(s) License Number(s) _____ ... Doc Viewer

Fixed Index Annuities - Annuity Think Tank
Already Arkansas has indicated that insurance agents who sell a fixed or indexed annuity as part of the replacement of securities products Variable annuity sales are now 20% less than they were in 1999, while index annuity sales are 600% greater. !! Page 8! ... Fetch Document

Agent Guide SSLANFG11-OT 05152012 FINALrv
This guide is intended to answer your questions and provide ideas to help you sell Sentinel’s Personal Choice Annuity™. There are also several other tools available to support your ... View Document

Agent ResouRces ContAct Us - Forethought Starts New Era ...
Annuity Electronic Sales Kit Agent ResouRces Sales Desk 855-44-SALES (855-447-2537) Customer Service 877-244-7526 new Agents IllustRAtIons / estImAtes tRAInIng contAct us ask_us@forethought.com annuity.marketing@forethought.com. Created Date: ... Access Content

Guidelines For Annuity Suitability - Americo
Highlights of the new requirements for insurance agents: We require the use of the Financial Suitability form for all annuity sales to seniors, and to consumers of all ages where required. Please keep in mind, simply completing the ... Retrieve Document