Wednesday, December 19, 2018

Are you ready for a 40-year retirement?

Are you ready for a 40-year retirement?
AIG Insurance via The Washington Post


Americans are living longer than ever, and traditional sources of retirement income may no longer be enough. Having a protected lifetime income stream beyond Social Security can help. Learn more in this AIG Insurance article.

RMD Options Study

RMD Options Study
from Allianz Life Insurance Company of North America 

Study Examines Views of Consumers Navigating the Necessities of RMDs

#TruChoice

For more than 110 years collectively, our founding member-firms have wholesaled fixed index
annuities, life and long term care insurance. 

Now we have joined forces to leverage our resources to accelerate the growth of your practice and help you attain new success! #TruChoice

Wednesday, December 12, 2018

How Social Media Is Pulling On Our Spending Strings

How Social Media Is Pulling On Our Spending Strings
By Kendall Little

(Bankrate)

What is an annuity?

What is an annuity?
If you answered yes to any of these questions, an annuity could be a good solution for you. Learn more.
Great American   

The Annual Checkup You Need, But Haven’t Heard About

The Annual Checkup You Need, But Haven’t Heard About
Athene

Senior Discounts: Why Growing Older Rocks

Senior Discounts: Why Growing Older Rocks
American Equity

Seizing The Opportunity

Seizing The Opportunity
By Jason Wellmann

(Broker World)

#TruChoice

We're the choice that isn't new to the industry. Over the decades, we've learned what works and what doesn't. In 2017, altogether we helped place over $2.4 billion in fixed annuity premium and over $23.3 million of life insurance premium. #TruChoice #FMO

Tuesday, December 04, 2018

‘These Go To 11:’ Indexing Beyond Rates And Renewals

'These Go To 11:’ Indexing Beyond Rates And Renewals
By Eric Thomes

(InsuranceNewsNet)

Retirement: Plan to work 2 years longer than you thought, survey suggests

Retirement: Plan to work 2 years longer than you thought, survey suggests
By Ben Tobin

(USA TODAY)

Thorough Social Security Analysis Can Cement Client Relationships

Thorough Social Security Analysis Can Cement Client Relationships
By Debbie Carlson

(Financial Advisor Magazine)

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AAAE does not give tax, legal, or Social Security benefits advice. Please encourage your clients to consult a tax advisor, attorney, or local Social Security Administration (SSA) office.

Marketing to Meet Potential Clients’ Needs


Financial professionals have their work cut out for them these days. There are more and more people in need of financial services, but many have anxiety about the state of their retirement savings and are not aware of potential solutions to help them catch up. Allianz Life Insurance Company of North America (Allianz) conducted a survey recently called the Chasing Retirement Study, composed of Americans age 45-65 actively saving for retirement. Of 1,109 respondents, 49% were labeled “Chasers” due to their need to catch up on their retirement savings. They have either fallen behind on where they should be, wish they could accumulate savings faster, or worry that if they don’t increase savings soon it will be too late to have a comfortable retirement.[1]

6 new IRS tax limits for retirement plans in 2019

6 new IRS tax limits for retirement plans in 2019
By Liz Skinner

(InvestmentNews)

____________________
AAAE does not give tax or legal advice. Please encourage your clients to consult a tax advisor or attorney.

#TruChoice

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