GoGo Years

The 3 Distinct Phases of Retirement

Most of our clients don’t normally wake up and think, “Hmmm, I think I’ll purchase some long-term care insurance today.” It’s just not on the top of everyone’s ...
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Opportunities to Help Solve the Retirement Puzzle for the Middle Market

The changing retirement landscape continues to present challenges for Baby Boomers as well as for those already in or nearing retirement. For the long-underserved middle-income ...
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501(c)(3) Tax-Exempt Status Granted to the Society for Annuity Facts and Education (SAFE), Inc.

Washington, DC (April 9, 2014) – The Society for Annuity Facts and Education, Inc. (SAFE) is proud to announce it has been granted tax-exempt status as a charitable organization ...

Key to the Sale: Earning Boomers’ Trust

Some producers have it, some don’t – the apparent ease with which they earn clients’ trust. But, like a lot of other things, how to earn trust with Boomers can be ...
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Annuity Abbey Part 2: The Enlightenment

John and Mary Swanson arrived at the annuity seminar. Mary noticed that most of the people at the gathering seemed to be about their age. As they took their seats, Mary ...
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90% of High Net-Worth Investors Use Social Media

Are You Reaching Them? As we all know, a significant portion of online users use social media. In fact, the latest data illustrates that a whopping one billion people are ...
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Selling to Boomers’ Motivational Values

Brain researchers don’t believe most people make decisions through logical analysis using the left side of the brain and with fluid intelligence. They believe decisions ...
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2013 Fixed Annuities Forecast: Kim O’Brien on Annuity News Now

NAFA President Kim O’Brien: “These are unprecedented times in America. The number of retirees is increasing exponentially year after year and seniors are living longer. ...
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Selling to Boomers’ Uniqueness

They’re not known as the Baby Boomers for nothing. They still are the most dominant consumer group in the marketplace and will be for years to come. Boomers are the huge ...
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Experts from the 2012 NAFA IMO SUMMIT

Exclusive Interviews with Industry Leaders to Assist Your Business This Year.  The weekend of October 17-19, 2012, NAFA held its annual IMO Summit in Scottsdale, Arizona. ...