How to Sell Annuities

How to Sell Annuities PDF Author: Michael Bonilla
Publisher: Independently Published
ISBN: 9781980543824
Category :
Languages : en
Pages : 62

Get Book

Book Description
Do you ever wonder how some people sell annuities like hot cakes and yet you haven't sold a single annuity in over a year? Not everyone starts out know the tips and hints to take them to the top of annuity sales. This book might be helpful on your journey selling insurance. Selling Annuities isn't like selling life insurance. It takes a slightly different approach and this book will give you something to think about next time you are prospecting for annuities. I've put some strategies, some prospecting ideas and some overall helpful hints.

How to Sell Annuities

How to Sell Annuities PDF Author: Michael Bonilla
Publisher: Independently Published
ISBN: 9781980543824
Category :
Languages : en
Pages : 62

Get Book

Book Description
Do you ever wonder how some people sell annuities like hot cakes and yet you haven't sold a single annuity in over a year? Not everyone starts out know the tips and hints to take them to the top of annuity sales. This book might be helpful on your journey selling insurance. Selling Annuities isn't like selling life insurance. It takes a slightly different approach and this book will give you something to think about next time you are prospecting for annuities. I've put some strategies, some prospecting ideas and some overall helpful hints.

How to Sell Annuities. Second Edition: Annuity Sales Techniques, Tips and Strategies.

How to Sell Annuities. Second Edition: Annuity Sales Techniques, Tips and Strategies. PDF Author: Michael Bonilla
Publisher: Independently Published
ISBN: 9781794045361
Category : Business & Economics
Languages : en
Pages : 112

Get Book

Book Description
In this second edition of "How to Sell Annuities" you will find additional insight, tips, useful questions and statistics to help you drive you practice. Writing this second edition it was clear that there was more I could contribute and the resulting new edition should be a significant improvement over the first draft. Annuities are what some industry analysts would consider the 'drug' of our industry, why? Because, once you sell your first annuity most agents never want to sell anything else. So, that being said, how can this book help your annuity sales? I'm looking for you to partake with one critical piece of information, whether that is a new strategy for selling, understanding how to improve your workflow/process and or some kind of inspiration for prospecting.

Tax-Free Retirement

Tax-Free Retirement PDF Author: Patrick Kelly
Publisher:
ISBN: 9780983361565
Category :
Languages : en
Pages :

Get Book

Book Description


Variable Annuities

Variable Annuities PDF Author:
Publisher:
ISBN:
Category : Annuities
Languages : en
Pages : 24

Get Book

Book Description


Annuities For Dummies

Annuities For Dummies PDF Author: Kerry Pechter
Publisher: John Wiley & Sons
ISBN: 1118051939
Category : Business & Economics
Languages : en
Pages : 373

Get Book

Book Description
Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest savings accounts, an annuity may be the key to a secure and comfortable retirement. How can you find out whether an annuity is right for you? Read Annuities For Dummies, 3rd Edition. This completely revised and updated, plain-English guide is packed with the latest information on choosing the best annuity for your retirement needs. You’ll find out exactly what annuities are, whether they’re the right financial vehicle for you, and which of the many annuity options might have your name on it. You’ll learn the ins and outs of using annuities to fund your retirement years, figure out whether to stress investments with insurance or insurance with investments, and find out how the right combination of annuities can help you squeeze more income out of your savings that any other financial tool. Discover how to: Identify the main types of annuities Weigh the pros and cons of annuities for yourself Minimize the complexity and cost of your annuity investment Figure out how much money to commit Avoid common annuity pitfalls Create an income you can’t outlive The time to start securing your financial future is now. Annuities For Dummies, 3rd Edition, gives you knowledge, insider tips, and expert advice you need to make your money do its best for you.

The Bucket Plan®

The Bucket Plan® PDF Author: Jason L Smith
Publisher: Greenleaf Book Group
ISBN: 1626344612
Category : Business & Economics
Languages : en
Pages : 160

Get Book

Book Description
Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.

The Ultimate Retirement Guide for 50+

The Ultimate Retirement Guide for 50+ PDF Author: Suze Orman
Publisher: Hay House, Inc
ISBN: 1401959938
Category : Business & Economics
Languages : en
Pages : 321

Get Book

Book Description
The instant NEW YORK TIMES BESTSELLER WALL STREET JOURNAL BESTSELLER PUBLISHERS WEEKLY BESTSELLER USA TODAY BESTSELLER #1 PERSONAL FINANCE EXPERT Revised & Updated for 2023 THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE! Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back. Suze is America's most recognized personal finance expert for a reason. She's been dispensing actionable advice for years to people seeking financial security. Now, in this revised and updated Ultimate Retirement Guide for 50+, which reflects recent changes in retirement rules passed by Congress, Suze gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more—starting where you are right now. Suze knows money decisions are never just about money. She understands your hopes, your fears, your wishes, and your desires for your own life as well as for your loved ones. She will guide you on how to let go of regret and fear, and with her unparalleled knowledge and unique empathy, she will reveal practical and personal steps so you can always live your Ultimate Retirement life. "I wrote this book for you," Suze says. "The worried, the fearful, the anxious. I know you need help navigating the road ahead. I've helped steer people toward happy and secure retirements my whole life, and that's exactly what I want to do for you."

Profiting with Synthetic Annuities

Profiting with Synthetic Annuities PDF Author: Michael Lynn Lovelady
Publisher: FT Press
ISBN: 0132929112
Category : Business & Economics
Languages : en
Pages : 241

Get Book

Book Description
Options-based "synthetic annuities" give investors the ability to generate higher returns, provide better downside protection, and utilize risk more efficiently than pure stock and bond-based portfolios. Now, this strategy's creator shows exactly how to use them to support a wide range of trading and investing goals. Hedge fund manager Michael Lovelady shows how synthetic annuities blend the best features of traditional portfolios with the risk management discipline of quantitative investing, increasing current yields while also reducing volatility. Michael presents this new strategy with unique graphics and simplified models that any investor or trader can use, and demonstrates its value in the context of today's key market trends. He illuminates the entire "ecosystem" of theories, products, and tools surrounding synthetic annuities, and shows exactly how to integrate them with other investment and portfolio management techniques.

The Complete Idiot's Guide to Buying Insurance and Annuities

The Complete Idiot's Guide to Buying Insurance and Annuities PDF Author: Brian Breuel
Publisher: Penguin
ISBN: 9780028611136
Category : Business & Economics
Languages : en
Pages : 378

Get Book

Book Description
Introduces the principles of purchasing insurance against anticipated risks, and discusses life, diasability, and health insurance, annuities, and property and casualty insurance

Index Annuities

Index Annuities PDF Author: John Olsen
Publisher:
ISBN: 9780972825146
Category :
Languages : en
Pages : 325

Get Book

Book Description