Wednesday, August 30, 2017

2017 Insurance Barometer Study Reveals That Consumers Want Transparent Life Insurance Buying Options

2017 Insurance Barometer Study Reveals That Consumers Want Transparent Life Insurance Buying Options 
(Life Happens)

Call Us – It Could Change Your LIFE!

By Heath Waddington, Senior Vice President of Sales & Marketing

Ann Arbor Annuity Exchange (AAAE) was founded in 1990. We have been in the annuity brokerage business since it first began. Having said that, let me state some facts: we represent most all of the top carriers and write a tremendous volume of premium. We pay competitive commissions and have several marketing programs to help you grow your business. We have a full team dedicated to helping you design cases and follow up on them once they are written. Those of you currently working with us are probably saying, “Duh… I know this.” What you may not know is that I am not speaking about annuities… rather, I am speaking about our ever-growing Life Insurance Department! 

U.S. Individual Annuity Sales Drop Slows: LIMRA

U.S. Individual Annuity Sales Drop Slows: LIMRA
By Allison Bell

(ThinkAdvisor)

DOL fiduciary rule: The 5 biggest things to watch for if BICE's class-action provision is killed

DOL fiduciary rule: The 5 biggest things to watch for if BICE's class-action provision is killed
By Greg Iacurci

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

OMB Approves 18-Month Fiduciary Rule Delay, With ‘Change’

OMB Approves 18-Month Fiduciary Rule Delay, With ‘Change’
By Melanie Waddell

(ThinkAdvisor)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Wednesday, August 23, 2017

Danica Patrick To Serve As National Spokesperson for LIAM

Danica Patrick To Serve As National Spokesperson for LIAM 
(LifeHealth)

Building a personal legacy isn’t just about dollars and cents

Building a personal legacy isn’t just about dollars and cents
(Allianz Life Insurance Company of North America)

Life Agents Face Internal Awareness Threat: Marvin Feldman

Life Agents Face Internal Awareness Threat: Marvin Feldman
By Allison Bell

(ThinkAdvisor)

Study finds most retirees want guaranteed lifetime income

Study finds most retirees want guaranteed lifetime income
By Mary Beth Franklin

(InvestmentNews)

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Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Second Quarter 2017 Non-Variable Deferred Annuity Sales

Second Quarter 2017 Non-Variable Deferred Annuity Sales
By Sheryl J. Moore

(Wink)

Wink, Inc. Releases 2nd Quarter, 2017 Non-Variable Deferred Annuity Sales Results

Wink, Inc. Releases 2nd Quarter, 2017 Non-Variable Deferred Annuity Sales Results
(Wink)

Wednesday, August 16, 2017

Pre-retirees Who Work with An Advisor Are Twice as Likely To Feel Prepared For Retirement

Pre-retirees Who Work with An Advisor Are Twice as Likely To Feel Prepared For Retirement
LIMRA

(InsuranceNewsNet)

AAAE News - Organizational Announcement

We are very happy to introduce you to the newest member of the Ann Arbor Annuity Exchange team. She brings a unique set of skills to her position and is here to provide you with the support and top-level service necessary to not only efficiently place business, but also to help take your business to new heights. Please join us in welcoming Sally to our team!
Sally Doukas, Life Marketing Consultant
800.321.3924 x130 | sdoukas@annuity-exchange.com

 
My professional career has always been one of service.

Longevity Risk and the Annuity Answer

Longevity Risk and the Annuity Answer
By Kim O'Brien

(Advisor News)

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Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

DOL Fiduciary Rule: Finally Some Clarity?

By Heath Waddington, Senior Vice President of Sales & Marketing

At least we know, right? We are now several weeks into the DOL fiduciary rule transition period that moves the sale of financial products, when dealing with qualified money, to a best-interest standard. This is a big change, but we are still in the transition period that has its own specified requirements, which will change again on January 1, 2018, when the remaining aspects of the rule become applicable.
 

Before we get into what producers in the field should be doing to comply with the rule, it is important to note how the status of fixed index annuities (FIAs) and where they fall within the rule has changed… multiple times!

How the Financial-Services Industry Is Using Social Media

How the Financial-Services Industry Is Using Social Media
By Amy McIllwain

(Wealth Management)

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Prior to participating in any marketing campaigns/programs/Social Media, producers should follow the approval requirements of their state(s), carriers they represent, and their broker/dealer and registered investment adviser, if applicable.

How Do You Know if You Are Doing the Right Thing?

By Gissou Gotlieb, Field Suitability Compliance Officer

The “right” thing – we are asked to do it day in and day out, we are asked to think it day in and day out, but sometimes figuring out what the “right” thing is, is so elusive. How do we define “right” and how do we know when our assessment is right??

Thursday, August 10, 2017

DOL seeks to delay fiduciary rule until July 2019

DOL seeks to delay fiduciary rule until July 2019
By Mark Schoeff Jr.

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Wednesday, August 09, 2017

Advisers find summer slowdown has become a thing of the past

Advisers find summer slowdown has become a thing of the past
By Liz Skinner

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

How to Find the Right Financial Mentor

How to Find the Right Financial Mentor
By Kimmie Greene

(US News)

How Much Should You Budget Towards Marketing?

How Much Should You Budget Towards Marketing?
By Craig R. Hersch

(Wealth Management)

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Prior to participating in any marketing campaigns/programs/Social Media, producers should follow the approval requirements of their state(s), carriers they represent, and their broker/dealer and registered investment adviser, if applicable.

7 Tips for Staying Relevant to Your Customers--While Also Attracting a New Generation

7 Tips for Staying Relevant to Your Customers--While Also Attracting a New Generation
By Steve Cody

(Inc.)

DOL Releases New Round of Fiduciary Rule FAQs

DOL Releases New Round of Fiduciary Rule FAQs
By John Hilton

(InsuranceNewsNet)

Judge Hammers DOL on Fiduciary Rule’s BICE

Judge Hammers DOL on Fiduciary Rule’s BICE
By Melanie Waddell

(ThinkAdvisor)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Wednesday, August 02, 2017

The Key to Successful Income Preservation in Retirement

The Key to Successful Income Preservation in Retirement
By Kirby Wood

(ThinkAdvisor)

How to Build a Financial Legacy

How to Build a Financial Legacy
By Debra Repya

(US News)

Steps to Implement Repeatable Successful Acts

Guest Contribution, By Stephen Harvill, Creative Ventures
Ann Arbor Annuity Exchange recently hosted a producer event where Stephen Harvill spoke about his findings from interviewing 175 top leaders and producers spanning seven different industries. The outcome of this published research, carried out over two years, is a platform Harvill calls Repeatable Successful Acts (RSAs).

DOL Official: Help Me Improve Fiduciary Rule

DOL Official: Help Me Improve Fiduciary Rule
By John Hilton

(InsuranceNewsNet)

Legal Fight To Stop DOL Rule Returns To Court

Legal Fight To Stop DOL Rule Returns To Court
By John Hilton

(InsuranceNewsNet)