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IRI Second-Quarter 2014 Annuity Sales Report: Industry-Wide Sales at Highest Level in Three Years

Indexed Annuities Power Fixed Annuity Sales to Five-Year High; Variable Annuity Sales Up from First Quarter WASHINGTON, D.C. – The Insured Retirement Institute (IRI) ...
Todd Mauney
Business Vision Feature Article

5 Essential COMMITMENTS To Perpetuate Business Success

What are you committed to achieving as a business owner or leader? In order to create and perpetuate business success, the words you must pay closest attention to are “commitment” ...
Scott Upton
Upton article

BUILD YOUR BUSINESS FOR BUYOUT APPEAL AND LEAVE A LASTING LEGACY

Let’s face it, nothing is forever. One day you will retire, and you’ll want to leave behind a legacy. Whether that involves an outright acquisition of your business ...
Bryan Mills
Engaging the next generation

PASS THE DIGITAL TORCH WHILE

ENGAGING THE Next Generation As a seasoned financial professional who has grown a successful business, you’ve seen consumer marketing trends come and go, and through ...
Andrew Sobel
Sobel article

7 Types of Difficult Clients and How to Win Them Over

Early in my consulting career I had a client who became downright abusive. When we first met he was relaxed, confident, professional, and even charming. But underneath that ...
Pam Heinrich
State Roundup

State Roundup

A Brief History of the NAIC Model Laws Affecting Fixed Annuities In the 143 years since the National Association of Insurance Commissioners (NAIC) passed its very first ...
Michael Goldberg
Social Situations into Business

How Do You Turn Social Situations into BUSINESS?

Very carefully! But here’s the truth: People don’t want to feel obligated to do business with you just because you took them to a ball game, wined and dined them over ...
Kim O'Brien
Kim O'Brien

LICENSED TO SELL… AND STAY COMPLIANT!

MESSAGE FROM THE PRESIDENT There have been a number of significant developments in state actions against sellers of annuities that provide great insight into what regulators ...
Frank Maselli
Maselli, Bond article

The Bond-Zombie Apocalypse

It’s often said that experience is the best teacher. But if you can learn from someone else’s experience, the tuition is often a lot cheaper, and in this case, far less ...
Anthony Morris
Morris article

TURNING PD DAYS INTO PAYDAYS

You may read Annuity Outlook magazine to learn about ways you can become more differentiated, unique and profitable. You also probably read this publication to find ways ...