Monthly Archives November 2016

More Fixed Annuities in Investment Portfolios

This article, “The Growing Role of Fixed Annuities with Bank and Broker-Dealer Clients,” by Peggy Porter, published mid-October on NAFA’s Annuity Outlook Magazine’s website is definitely worth reading: http://annuityoutlookmagazine.com/2016/10/the-growing-role-of-fixed-annuities-with-bank-and-broker-dealer-clients/ Here are some of the points we found most interesting: “In recent years, product innovations among fixed indexed annuities (FIAs) have made these insurance products a rising star. FIA sales fueled by banks and broker-dealers have continued to grow since 2011. At the end of 2015, banks and broker-dealers (B-Ds) accounted for more than one-third of fixed indexed annuity sales (Index Compendium, April 2016). Banks were also the fastest growing channels for
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Categories: Blog Posts.

November is “Long-Term Care Awareness Month”

This month is the perfect time to have a conversation with your clients about long-term care. We put together this infographic for you containing important facts you can use to discuss LTC. The biggest (and most alarming) statistic is that an estimated 70% of people will need long-term care, whether in-home or in a nursing facility. The costs are astounding–and pretty much unaffordable to most families–as you can see. There are a lot of misconceptions out there about long-term care, too. Such as the mistaken impression people have that “Medicare or health insurance will cover it.” (They don’t!) Medicare only
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Categories: Blog Posts.