July 27, 2018 | InsuranceNewsNet
A variable annuity policyholder typically collects guaranteed lifetime withdrawal benefits from an insurer when the account value drains to zero, but a new annuity rider allows insurers to start those payments even if there’s money still left in the account.
This is an industry first, according to Sammons Retirement Solutions.
July 26, 2018 | Retirement Income Journal
"The unique feature is the Freedom Date," said Bill Lowe, CEO of Sammons Retirement Solutions. "If you buy this at age 60, at age 80 you have 100% access to the accumulation value without negatively affecting the lifetime payment account."
July 24, 2018 | ThinkAdvisor
He has an idea for how to improve annuity sales: add more appealing annuities.
July 23, 2018 | ThinkAdvisor
Sammons' new contract is a variable annuity with a guaranteed lifetime withdrawal benefit feature.
July 18, 2018 | Globe Newswire
WEST DES MOINES, IA—(GLOBE NEWSWIRE - July 18, 2018)—Sammons Retirement Solutions®, which creates simple, innovative and straightforward solutions to help individual investors live well in retirement has launched the LiveWell® Freedom Variable Annuity (VA) which features a first-of-its-kind Guaranteed Lifetime Withdrawal Benefit (GLWB) feature. The innovative VA is the first that provides investors with greater freedom in retirement on their “Freedom Date,” a specific date determined at issue.
April 11, 2016 | Yahoo Finance
WEST DES MOINES, IA—(Marketwired - April 11, 2016)—Sammons Retirement Solutions®, creator of the innovative LiveWell® Annuity Series and LiveWell® Mutual Fund IRA Series, announced record-breaking company growth in 2015.
March 22, 2016 | FinancialPlanning
We are always looking for new ideas for connecting with current clients and reaching out to new prospects. Many advisors send a note or give a quick call for a birthday, but have you considered reaching out on half birthdays? It sounds strange, but in the financial world there are some important mid-year timetables you shouldn't miss.
March 14, 2016 | InsuranceNewsNet
Taxes and numbers are two things that people rarely like to hear about. So, financial professionals need to talk about taxes without sounding like a math teacher. But the question remains, how can you help your client plan for the future without it sounding like a lecture?
March 11, 2016 | InsuranceNewsNet
With the first quarter of 2016 in its final weeks, now is the time many of us start seriously thinking about how we are going to kick-up our prospecting efforts. Maybe you have tried a few things, but are looking for some new ideas.
December 23, 2015 | ThinkAdvisor
Generating enough retirement income continues to be a top concern among investors today, and while annuities can be a helpful solution to achieve that goal, there are a lot of options out there and making the right choice can be confusing. Financial professionals are always searching for ways to provide value to existing clients by introducing new investment options, and they are always in pursuit of ways to capture new assets. As the new year dawns, this could be the perfect time to look at your current book of business and reevaluate investments to make sure they are still a good fit.
December 2015 | IRI Insights
The retirement income market is in a dynamic state as a result of ongoing innovation products and features. These changes are the result of efforts tailoring products to meet specific consumer needs. When leveraged properly as part of a holistic retirement plan, these innovations create great opportunities.
July 14, 2015 | LifeHealthPro
You can have a fantastic relationship with a client. Retirement funds could be invested in the perfect product. Everything could be exactly on target to meet your client's goals. But without realizing it, you could be just one serious health issue or life-changing event away from all of those assets disappearing. Why? Because you're not involving the entire family.