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Underwriting Clients for Annuities: A Surprising Way to Save

Let’s face it… Most of us are not as healthy as we would like to be. That’s why a lot of us like the annuity business – no underwriting! However… Have you ever considered that there might be an advantage to underwriting your clients for annuities? Let’s look at it this way… Suppose a 70-year-old [...]
Where is the Sweet Spot for Annuities in 2012?

The supply channel for annuity products is more substantial than ever. But what is the demand? What are your clients really looking for? 2011 offered us some great clues. Safe and steady growth instruments appear to be in highest demand. Consumers continue to lack confidence in equity based solutions and are looking for a safer, [...]
