Debunking 12 Myths About Fixed Indexed Annuities
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Any distributions may be subject to ordinary income tax and, if taken prior to age 59 ½, an additional 10% federal tax. Income benefit riders are generally optional and available at an additional cost.
Wednesday, June 29, 2016
By James Morris, Questar Branch Office Designated Supervisory Principal at Ann Arbor Annuity Exchange
Given the changing landscape in the financial services industry, it may be time to expand the services that you offer your clients. The insurance-only producer is becoming rarer as new blood enters the financial services industry oftentimes with not only an insurance license, but a number of securities registrations as well. If you have not considered expanding your licenses, we thought it might be a good idea to explore what it would take to obtain your Series 65 registration.