Mary Beth Franklin: 3 key things advisers should know about new Social Security claiming strategies
(InvestmentNews)
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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 their local Social Security Administration (SSA) office. AAAE and its representatives are not affiliated with the US government or government agency.
View our new blog! https://www.truchoicefinancial.com/Blog/Index
Tuesday, December 20, 2016
Check these guys out, not just boomers and millennials

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.
10 Reasons to Consider Life Insurance (and When!)
10 Reasons to Consider Life Insurance (and When!)
By Maggie Leyes
(Life Happens)
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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated.
By Maggie Leyes
(Life Happens)
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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated.
Fed Raises Rates, Boosts Outlook for Borrowing Costs in 2017
Fed Raises Rates, Boosts Outlook for Borrowing Costs in 2017
By Jeanna Smialek and Christopher Condon
(Bloomberg)
By Jeanna Smialek and Christopher Condon
(Bloomberg)
Wednesday, December 14, 2016
Wednesday, December 07, 2016
Single Premium Pension Buy-out Sales Nearly $6 billion in the Third Quarter 2016
LIMRA Secure Retirement Institute Survey
(LIMRA)
Save clients from costly RMD aggregation mistakes
Save clients from costly RMD aggregation mistakes
By Ed Slott
(Financial Planning)
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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
By Ed Slott
(Financial Planning)
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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
NAFA Files Emergency Motion for Injunction in Continued Fight to Stay DOL Rule
NAFA Files Emergency Motion for Injunction in Continued Fight to Stay DOL Rule
FOR IMMEDIATE RELEASE
Contact: Chip Anderson, Executive Director
Direct 414.332.9306, ext. 1
chip@nafa.com
WASHINGTON (Dec. 1, 2016) — NAFA, the National Association for Fixed Annuities, announced Tuesday that it has filed an emergency motion for an injunction pending appeal with the U.S. Court of Appeals for the District of Columbia Circuit.
Wednesday, November 30, 2016
Dallas judge indicates possibility of vacating DOL fiduciary rule
Dallas judge indicates possibility of vacating DOL fiduciary rule
By Erin Sweene
(InvestmentNews)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
By Erin Sweene
(InvestmentNews)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
Monday, November 21, 2016
Texting: when (and when not) to use it in client communications
Texting: when (and when not) to use it in client communications
By Gail B. Goodman
(LifeHealthPro)
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Article may require free registration to view.
By Gail B. Goodman
(LifeHealthPro)
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Article may require free registration to view.
4 Year-End Financial Planning Steps to Take Now
4 Year-End Financial Planning Steps to Take Now
By Debbie Carlson
(US News)
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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
By Debbie Carlson
(US News)
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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
Wednesday, November 16, 2016
#LTCI #LTCAwareness

Life Happens
Learn more about long-term care insurance at http://www.lifehappens.org/insurance-overview/long-term-care-insurance/.
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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated. For information on how long-term care insurance insurance works, please contact your financial professional.
Smart Buyer Checklist
IALC
Download your copy here
____________________
Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated. AAAE does not give tax, legal, or Social Security benefits advice. Please encourage your clients to consult a tax advisor, attorney, or their local Social Security Administration (SSA) office. AAAE and its representatives are not affiliated with the US government or government agency. Fixed Index Annuities are insurance products designed to meet long-term needs for retirement income, and they provide guarantees against the loss of principal and credited interest, and offer the reassurance of a death benefit for noted beneficiaries. For information on how different types of annuities work, including benefits, fees, terms and limitations, please contact your financial professional. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Fischer says Fed close to reaching goals and lifting rates
Fischer says Fed close to reaching goals and lifting rates
By Jeanna Smialek, Christopher Condon
(LifeHealthPro)
By Jeanna Smialek, Christopher Condon
(LifeHealthPro)
Wednesday, November 09, 2016
NAFA to Appeal Court Decision on DOL Fiduciary Rule
NAFA to Appeal Court Decision on DOL Fiduciary Rule
NAFA Will Seek Expedited Review
WASHINGTON (November 7, 2016) — The National Association for Fixed Annuities (“NAFA”) announced today, following a federal district court decision upholding the Department of Labor’s fiduciary rule, that it will appeal to the D.C. Circuit Court of Appeals.
Wednesday, November 02, 2016
Wednesday, October 26, 2016
Suitability Does Not Have to Be Scary
By James Morris, Suitability Specialist

Wednesday, October 19, 2016
Dos and Don’ts of Seminar Selling Under DOL Rule
Dos and Don’ts of Seminar Selling Under DOL Rule
By John Hilton
(InsuranceNewsNet)
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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.
By John Hilton
(InsuranceNewsNet)
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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.
Relationships Are Key in 2016
By Dina Mestel, Sales Trainer

Make the most of 2016.
Advisor designations: What does 'certified' really mean?

Deborah Nason
(CNBC)
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Prior to participating in any new designation or certification program, producers should follow the approval requirements of their state(s), carriers they represent, and their broker/dealer and registered investment adviser, if applicable as the approval of designations/certifications vary greatly.
All Aboard with E-Apps – The Time is Now!
By Meghan Eiler, New Business Coordinator

Thursday, October 13, 2016
10 Money Moves to Make Before the Leaves Change

By Mikey Rox
(Wise Bread)
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Fixed Index Annuities are insurance products designed to meet long-term needs for retirement income, and they provide guarantees against the loss of principal and credited interest, and offer the reassurance of a death benefit for noted beneficiaries. For information on how different types of annuities work, including benefits, fees, terms and limitations, please contact your financial professional.
Avoid Delays: Get Your Clients Life Insurance Before 2017
By Matt Kaas, Life Marketing Consultant

Thrivent suit against DOL pits ERISA vs. Federal Arbitration Act
Thrivent suit against DOL pits ERISA vs. Federal Arbitration Act
By Nick Thornton
(BenefitsPro)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
By Nick Thornton
(BenefitsPro)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
Attrition fears play into broker-dealers' hesitation to detail new commission schedules under DOL fiduciary rule
Attrition fears play into broker-dealers' hesitation to detail new commission schedules under DOL fiduciary rule
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.
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.
Thursday, October 06, 2016
DOL Fiduciary Rule Is on the Docket
DOL Fiduciary Rule Is on the Docket
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.
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.
IRI study: Lifetime income providing financial security for retirees
By Kristen Beckman
(LifeHealthPro)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
Even the Lone Ranger Had a Trusted Ally

‘Rolling’ DOL Fiduciary Guidance Begins in Fall: DOL’s Hauser
‘Rolling’ DOL Fiduciary Guidance Begins in Fall: DOL’s Hauser
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.
By Melanie Waddell
(ThinkAdvisor)
____________________
Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
ReminderMedia Lands on the Inc. Magazine List of America’s Fastest-Growing Private Companies
ReminderMedia Lands on the Inc. Magazine List of America’s Fastest-Growing Private Companies
(ReminderMedia)
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Ann Arbor Annuity Exchange is not affiliated with the Reminder Media. Although we may promote and/or recommend the services offered by this company, we do not guarantee the accuracy or quality of their services. Agents are ultimately responsible for the use of any materials or services and agree to comply with various regulations and the compliance requirements of their state(s), broker/dealer and registered investment adviser (if applicable), and the insurance carriers they represent.
(ReminderMedia)
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Ann Arbor Annuity Exchange is not affiliated with the Reminder Media. Although we may promote and/or recommend the services offered by this company, we do not guarantee the accuracy or quality of their services. Agents are ultimately responsible for the use of any materials or services and agree to comply with various regulations and the compliance requirements of their state(s), broker/dealer and registered investment adviser (if applicable), and the insurance carriers they represent.
Wednesday, September 28, 2016
Calculate Your Life Insurance Needs (Life Happens)
Calculate Your Life Insurance Needs (Life Happens)
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
Wednesday, September 21, 2016
#LIAM16
Wednesday, September 14, 2016
Nearly half of IRA rollover assets “at-risk” under DOL rule
Nearly half of IRA rollover assets “at-risk” under DOL rule
By The LifeHealthPro Editors
(LifeHealthPro)
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Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
By The LifeHealthPro Editors
(LifeHealthPro)
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Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
Jimmy and Nancy Tang: Securing the American Dream (Video)
Play: https://www.lifehappens.org/videos/securing-the-american-dream/ |
(Life Happens)
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Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
Provision to kill DOL fiduciary rule included in new bill to replace Dodd-Frank
Provision to kill DOL fiduciary rule included in new bill to replace Dodd-Frank
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.
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, September 07, 2016
Asset-based long-term care: A versatile wealth protection weapon for financial professionals

By Pat Foley, CLU, ChFC
(LifeHealthPro)
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Please discuss how life insurance and annuities work with your clients, including fees, expenses and conditions. Note, in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
#LIAM16
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Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
Wednesday, August 31, 2016
Wednesday, August 24, 2016
Your Clients: Less Financially Literate Than You Think
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 17, 2016
Wednesday, August 10, 2016
This simple retirement spending strategy takes on the 4% rule

- AAAE
This simple retirement spending strategy takes on the 4% rule
By Mary Beth Franklin
(InvestmentNews)
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Article may require free registration to view.
Annuities are insurance products designed to meet long-term needs for retirement income, and they provide guarantees against the loss of principal and credited interest, and offer the reassurance of a death benefit for noted beneficiaries. See product terms and conditions for specific details. For information on how different types of annuities work, including benefits, fees, terms and limitations, please contact your financial professional.
Wednesday, August 03, 2016
Designed to produce: How to create the best workspace
Designed to produce: How to create the best workspace
By Kristen Beckman
(LifeHealthPro)
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Article may require free registration to view
By Kristen Beckman
(LifeHealthPro)
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Article may require free registration to view
Social Security Bill Would Raise Retirement Age, Slow COLAs
Social Security Bill Would Raise Retirement Age, Slow COLAs
By Melanie Waddell
(ThinkAdvisor)
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Article may require free registration to view
By Melanie Waddell
(ThinkAdvisor)
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Article may require free registration to view
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