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  • IRA into Annuity?
    My mother has an IRA she can start drawing out of in a few months but will be subject to income tax. Is there any possible way to transfer it to some kind of immediate annuity without being taxed?...
  • Locating Old Annuity with LNL
    My wife is the beneficiary on an Annuity she found when cleaning out her deceased Aunt's home. It was a 403b contribution through her work and was taken out in 1991. Her Aunt died 5 years ago. Every time my wife calls to get some information, nobody seems to be able to locate this. We have the annuity paperwork and contract number. LNL says they don't have any record of it. She has called......
  • Annuity Update - January 2015
    Annuity Update Show - January 2015 on Vimeo...
  • Recently Wrote a Genworth Annuity
    So I submitted an app in January for 10yr FIA 300k NQ. It took forever for the transfer of funds, but just was issued today. My question is, with GNW's recent troubles with LTC finances and their downgrade on AM Best. Should I look to switch to another company during the free look period? Thank you guys and girls ---------- The product was the Secureliving index 10 plus. Client liked the......
  • Allianz Annuity Question
    Has anyone here had experience doing a direct transfer to Allianz, and having them hold back some of the $ to go elsewhere? I have a client I am working with that has a TSP and one of the options we are looking at may involve this scenario. She would need about 20% of the money for something else, and the rest could go into the annuity. Just curious how hard this type of scenario is to......
  • Annuity Payouts
    What is the payout on your favorite annuity?...
  • Annuity Pitch/presentation
    Do you use a pitch book? Power point?...
  • Annuity Suggestion??
    I don't do a lot of annuities. Had a prospect ask me the other day what he could put his money in (old 401k) that was safe, but still had a chance to earn a decent return. He said he doesn't want to stay in the market much longer, feels he can't afford to lose any of what he has. A FIA annuity came to mind. I think he has around $100k, and he is 49. He did say he is interested in retiring at......