Community

Building Community Connections with Wealthy Boomers

With some effort, you can become a master at building social networks and bring up relationship sales with those between ages 45 and 65. You can tap into Boomers’ expansive ...

State Roundup

The great majority of states have adjourned or are in recess for the 2011-2012 regular legislative session: as of today’s date, only South Carolina (11/12/2012), Pennsylvania ...

Message from the President

The leaves are falling and we are closing in on the end of another year. This month’s issue of Annuity Outlook is dedicated to helping you prepare your annuity business ...
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Turning Boomer Life Events into Immediate Sales

Almost three-quarters of consumers who seek financial advice do so because of a major life event, according to industry studies by Tiburon Research, San Francisco. There’s ...

5 Easy Ways to Increase Success with Boomers

The 78 million Boomers in their mid-40s to mid-60s are the most important sales target for annuity products. This generation is huge and successful producers have learned ...

Funding Healthcare with Annuities

Most Americans have enjoyed the privilege of having their healthcare subsidized by employers—usually about 75% of the total premium—for the majority of their working ...

Statistical Shift Studies Show Boomers Are Replacing Spending with Saving

Over the thirty years leading up to the 2008 financial crisis, our national savings rate dropped steadily as usage of consumer credit increased and our populations’ positive ...