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Topic » Annuities 


 Case Study
Annuities let consumers be a little naughty

Buying a fixed annuity is a virtuous decision. The consumer is saying they do not want to gamble with their principal and so they have placed it where it will be safe and provide a nest egg or lifelong income, helping them to avoid becoming a burden on their children.

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 5 Annuity Fast Facts
  • The typical annuity owner is predominately middle-class, with an annual household income of $40,000-$75,000.
  • 58% of annuity owners are retired and 35% are employed either full or part time.
  • The average annuity first-purchase age is 50
  • The average annuity owner age is 66.
  • 46% of annuity owners are college graduates.
  • Source - Freeannuityrates.com

 Annuity Blog with Jack Marrion

Jack Marrion

Playing hard to get can get you sales
A cultivated air of exclusivity may help draw more clients your way.

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 Secrets to success with indexed annuities
Leading advisor and Court of the Table MDRT member David Wilcox will show you how to remove anxiety from clients' lives while growing a more vibrant and meaningful practice.
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 The essential guide to annuities
In this on annuities, Senior Market Advisor enlisted a respected group of industry insiders to give you pertinent stats and marketing tips, as well as the latest rumblings from Capitol Hill (i.e. 151A).
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 Do regulators want to end fixed annuities?
FINRA and the North American Securities Administrators Association won the index annuity battle and persuaded the SEC to call index annuities securities by saying they would do a better job of determining when an index annuity sale is suitable.
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