RIAs Growing Interests in Annuities

Annuity Sales Consultant In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings from Security Benefit’s Registered Investment...

Annuity Riders and How They Work

David Bollinger Annuity Sales Consultant An annuity rider is an optional feature that can be added to an annuity contract.  It is a way to tailor an annuity to fit the specific needs and goals of the policyholder.  There are a variety of riders available...

2020 Suitability Amendments

Tim BeauregardRegional VP-South Three years after the National Association of Insurance Commissioners (NAIC) amended the Suitability in Annuity Transactions Model Regulation setting standards and procedures requiring agents and insurers to act in the best interest of...

2023 Annuity Sales off to a Record Start!

Chris Wholehan, President Wholehan Marketing In case you haven’t heard, the Fixed and Fixed Indexed Annuity market is off to a record start for 2023.  A recently published article by Wink, Inc. reported the first quarter sales of all deferred annuities were up 41.9%...