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CLICK HERE TO ASK OUR EXPERTS A QUESTION!
Q:
Do persons of attained age have RMD's with Non-qualified Annuities?
A: Non-qualified finds do not require RMD's.
Q:
Who will be responsible for defining Client Suitability?
A: It's your responsibility as the agent to know the financials of your client. Please make sure that you do your due dilligence on the Suitability.
Q:
Does InsurMark have a software program for contracted agents for "bucketizing" or laddering of annuities?
A: We do have the ability to work cases and place money into buckets depending on the client's income requirements. We prefer to work on a case by case basis, so please give us a call so we can assist your case individually.
Q:
I have been hearing rumors that Allianz is making big changes to the new product offering that was just introduced, can you elaborate?
A: Sure, in addition to the 15% bonus recently being increased to 20%, Allianz Endurance annuities now include the Enhanced Withdrawal Benefit as a death benefit. Stay tuned - Masterdex 10 is going to see MAJOR changes after August 20th!
Q:
My seminar attendance has really gone down and I am tired of spending thousands and thousands of dollars to only have a couple of people show up. Also, my presentation is really stale! I need new ideas....is this something InsurMark does?
A: Yes! We have heard that attendance is down, and we understand how much it hurts to spend money only to be wasted. That is why we partnered with Integrity Marketing! Not only are our agents spending less for the mail costs, they are getting more attendance! Also, with the age wave upon us, InsurMark has been working with other agents to develop NEW Seminar topic ideas and presentations that are really putting a jolt back into the presentation. Give us a call to get in touch with Integrity and to get access to our agent shared presentations!
Click here to ask our experts a question!
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