How to Sell Annuities Second Edition Annuity Sales Techniques Tips and Strategies

How to Sell Annuities  Second Edition  Annuity Sales Techniques  Tips and Strategies
Author: Michael Bonilla
Publsiher: Independently Published
Total Pages: 112
Release: 2019-01-13
Genre: Business & Economics
ISBN: 1794045368

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In this second edition of "How to Sell Annuities" you will find additional insight, tips, useful questions and statistics to help you drive you practice. Writing this second edition it was clear that there was more I could contribute and the resulting new edition should be a significant improvement over the first draft. Annuities are what some industry analysts would consider the 'drug' of our industry, why? Because, once you sell your first annuity most agents never want to sell anything else. So, that being said, how can this book help your annuity sales? I'm looking for you to partake with one critical piece of information, whether that is a new strategy for selling, understanding how to improve your workflow/process and or some kind of inspiration for prospecting.

How to Sell Annuities

How to Sell Annuities
Author: Michael Bonilla
Publsiher: Independently Published
Total Pages: 62
Release: 2018-03-12
Genre: Electronic Book
ISBN: 1980543828

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Do you ever wonder how some people sell annuities like hot cakes and yet you haven't sold a single annuity in over a year? Not everyone starts out know the tips and hints to take them to the top of annuity sales. This book might be helpful on your journey selling insurance. Selling Annuities isn't like selling life insurance. It takes a slightly different approach and this book will give you something to think about next time you are prospecting for annuities. I've put some strategies, some prospecting ideas and some overall helpful hints.

Essentials of Annuities Second Edition

Essentials of Annuities  Second Edition
Author: Johni R. Hays,Richard A. Dulisse
Publsiher: Unknown
Total Pages: 300
Release: 2008-04-01
Genre: Annuities
ISBN: 1932819614

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Explores the uses of various annuity products both prior to and subsequent to an individual's retirement. Describes how to select, approach, and meet the prospect. Covers fact-finding, sales applications, and implementation of the proper annuity product within the contextof a client's overall planning objectives. Presents the characteristics of fixed, indexed, and variable deferred annuities as they apply to planning for the accumulation of wealth on a tax-favored basis during one's working years. Discusses immediate annuities variations in the context of the income security the provide for retirees.

Considerations on the rate of interest and on redeemable annuities Second edition

Considerations on the rate of interest and on redeemable annuities  Second edition
Author: Edward Burtenshaw SUGDEN (Baron St. Leonards.)
Publsiher: Unknown
Total Pages: 90
Release: 1816
Genre: Electronic Book
ISBN: BL:A0019103986

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The Justice of the Peace and Parish Officer The Twenty second Edition with Many Corrections Additions and Improvements by John King Etc

The Justice of the Peace  and Parish Officer     The Twenty second Edition  with Many Corrections  Additions  and Improvements  by John King  Etc
Author: Richard BURN (LL.D.)
Publsiher: Unknown
Total Pages: 1010
Release: 1845
Genre: Electronic Book
ISBN: BL:A0026576678

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Living Trusts for Everyone

Living Trusts for Everyone
Author: Ronald Farrington Sharp
Publsiher: Simon and Schuster
Total Pages: 193
Release: 2017-03-21
Genre: Law
ISBN: 9781621535706

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Readers say it best: "Very informative." "Saved me a lot of money and headaches!" "Recommend it for everyone who has to plan estates for their elderly parents" Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including: Elimination of the federal estate tax for most estates due to increased exemption amounts Online assets The use of passwords, usernames, and websites Keeping trustees honest and the process of removing trustees for malfeasance Forms for simplifying the planning process Strategies to lower attorneys’ fees With no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust.

Retirement Income Recipes in R

Retirement Income Recipes in R
Author: Moshe Arye Milevsky
Publsiher: Springer Nature
Total Pages: 302
Release: 2020-09-26
Genre: Business & Economics
ISBN: 9783030514341

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This book provides computational tools that readers can use to flourish in the retirement income industry. Each chapter describes recipe-like algorithms and explains how to implement them via simple scripts in the freely available R coding language. Students can use those skills to generate quantitative answers to the most common questions in retirement income planning, as well as to develop a deeper understanding of the finance and economics underlying the field itself. The book will be an excellent asset for experienced students who are interested in advanced wealth management, and specifically within courses that focus on holistic modeling of the retirement income process. The material will also be useful to current and future wealth management professionals within the financial services industry. Readers should have a solid understanding of financial principles, as well as a rudimentary background in economics and accounting.

Modern Actuarial Theory and Practice Second Edition

Modern Actuarial Theory and Practice  Second Edition
Author: Philip Booth,Robert Chadburn,Steven Haberman,Dewi James,Zaki Khorasanee,Robert H. Plumb,Ben Rickayzen
Publsiher: CRC Press
Total Pages: 848
Release: 2004-12-28
Genre: Mathematics
ISBN: 1584883685

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In the years since the publication of the best-selling first edition, the incorporation of ideas and theories from the rapidly growing field of financial economics has precipitated considerable development of thinking in the actuarial profession. Modern Actuarial Theory and Practice, Second Edition integrates those changes and presents an up-to-date, comprehensive overview of UK and international actuarial theory, practice and modeling. It describes all of the traditional areas of actuarial activity, but in a manner that highlights the fundamental principles of actuarial theory and practice as well as their economic, financial, and statistical foundations.