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Links to sample pages of products are at bottom of screen.
The book "Index Annuities - Power & Protection" is out of print. The new book "Index Annuities, A Suitable Approach" will be available in late spring
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Change Buyer Behavior And Sell More Annuities (Book)
$33.00
Annuity sales training books concentrate almost solely on the rational reasons why people buy annuities, but consumers make normal decisions. Rational pieces, behavioral elements and illusions combine in the decision-making process and the interaction of these three areas result in a decision.
This book gives producers an understanding of what is going on in the consumer’s mind, why the consumer may be thinking that way, and steps the producer can take if they need to change the consumer’s mind.
The book is based on years of research, combining the results of hundreds of studies with real world experience.
The 174 page soft-cover illustrated book is available at a new release price of $33 – a 15% discount from the $39 regular price; additional discounts are available for large orders.
The book is a new and fresh approach to annuity selling with one goal – close more sales.
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Index Compendium (Annual Subscription)
$140.00
It has examined "Can Seniors Make Wise Decisions", discussed fixed alternatives to Wall Street's retirement planning, shown that fixed annuities are competitive with bonds, as well as the ongoing SEC Rule 151A story. The eight page Index Compendium monthly newsletter provides information on changes in the annuity marketplace, tracks returns, and features marketing, compliance and other issues that affect index-linked products. An annual subscription is $140.00
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Advantage Compendium (Annual Subscription)
$440.00
Current Issue: Fixed Annuity Distribution In 2020
This issue identifies many of the factors affecting the marketing and distribution of fixed annuities and how they may all play out over the next 10 years. The study takes a look at how annuity channels have changed, talks about the major variables affecting current distribution, identifies which annuity marketing companies have a securities connection, and gives opinions as to the ultimate affect of all of this.
The purpose of Advantage Compendium is to provide an in-depth look at a single issue each quarter and see how it will affect the annuity industry by conducting a comprehensive analysis of the data that is available, saying how this issue affects the industry, and offering solutions. The intended audiences of Advantage Compendium are the strategic thinkers and executives that plan the future course of their company.
The summer edition concentrated on how aging impairs the decision-making process at some point. There are several things that can be done that enable seniors to make wise decisions and often offset the effects of any decline, and I have listed ones that can help seniors with their annuity decision-making. The fall issue is about lifetime income and the behavioral economic problems that are stopping sales, offering suggestions on how to overcome the problems, and presenting a few innovative product concepts for annuity income planning.
Advantage Compendium will conduct original research and often cite academic studies, but it is not intended to be academic. Its purpose is to identify real issues and present real solutions simply. It will tend to focus on what can be done on the behavioral side of economics, because that seems to drive many of the other decisions, but quantitative issues will also be covered. An annual subscription is $440.00.
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