Twenty years of the fixed indexed annuity
Over the past 20 years, fixed indexed annuities have helped retirees reach their retirement goals by preserving principal and providing growth opportunities, regardless of market conditions. Since their start in 1995, roughly $400 billion in fixed indexed annuities have been purchased by millions of consumers.1 Throughout 20 years of changing economic trends and consumer behaviors, fixed indexed annuities have ...
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Leverage the Power of Online Video: Presentation
So far in our series on online video marketing we've looked at the effectiveness of online video in today's marketplace and scripting tips for crafting an effective client message. In this part, we'll examine some presentation types for delivering your message. With video, there are countless ways to get creative and turn what may be considered a "dull" topic into an engaging or even entertaining one. Your scope will only...
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Stay active on social media with these post ideas
To get the most out of your company social media accounts you have to post regularly. By posting regularly, you can show clients and prospects who find your business on social media that you are committed to providing helpful information, starting conversations and building relationships. It can be hard to take the time and creativity to post regularly, especially if you don't have a staff member dedicated to social media...
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Leverage the power of online video: Content
As we outlined in an earlier blog post, the rise of online video has shifted the way consumers view and engage with marketing content. As a result, today's consumer has come to expect more than text and static images in communications. In part two of this series, we'll focus on content suggestions that can help you tell your story. For the financial and insurance professional, online marketing videos can be effecti...
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Annuity Product Search and Compare  
Search and compare a variety of annuity products to find one or more... Read More
Annuity New Business Form  
You can easily download the most current new business forms, when you... Read More
The Compass: Your guide to marketing direction 03/31/15

Finding your way through the maze of marketing programs may leave you feeling lost. Are the pieces compliant? Is the message relevant to your clients or prospects? Are they br...

The Compass: Client retention program 04/07/15

If you don’t contact your clients—someone else will. Regular communication is the key to foster client relationships. Find out how to get in front of your clients each month. ...