On The Move – July 1, 2025

July 05, 2025 – Effective Date of Change Fixed Indexed Annuity ApexAdvantage 25,000+ FlexMark Select 25,000+ FlexMark Select 200,000+ FlexMark Select LT 25,000+ FlexMark Select LT 200,000+ FlexMark Select LT Plus 25,000+ FlexMark Select LT Plus 200,000+ FlexMark Select Plus 25,000+ FlexMark Select Plus 200,000+ July 09, 2025 Delaware Life MYGA

Advisor beating the summer slump

Break Out of the Summer Slump

Summer is often considered the slow season for financial professionals. Clients are out of office, families are focused on vacations, and major marketing events like tax season and Medicare AEP feel far off. But that lull in activity? It’s actually a golden opportunity. When competitors go quiet, you can stand out. Off-holiday marketing – built…

On The Move – June 24, 2025

June 26, 2025 – Effective Date of Change Ibexis MYGA Plus 3 FIA 10,000+ MYGA Plus 3 FIA 100,000+ MYGA Plus 3 FIA CA 10,000+ MYGA Plus 3 FIA CA 100,000+ MYGA Plus 5 FIA 10,000+ MYGA Plus 5 FIA 100,000+ MYGA Plus 5 FIA CA 10,000+ MYGA Plus 5 FIA CA 100,000+ MYGA Plus 7 FIA 10,000+ MYGA Plus 7 FIA 100,000+ MYGA Plus…

On The Move – June 17, 2025

June 18, 2025 – Effective Date of Change Lincoln Financial Lincoln OptiBlend 10 10,000+ Lincoln OptiBlend 10 100,000+ Lincoln OptiBlend 10 CA 10,000+ Lincoln OptiBlend 10 CA 100,000+ Lincoln OptiBlend 5 10,000+ Lincoln OptiBlend 5 100,000+ Lincoln OptiBlend 5 CA 10,000+ Lincoln OptiBlend 5 CA 100,000+ Lincoln OptiBlend 7 10,000+ Lincoln OptiBlend 7 100,000+ Lincoln OptiBlend 7 CA 10,000+ Lincoln OptiBlend 7 CA 100,000+ Lincoln OptiBlend Advisory…

Happy financial advisor knows how to boost annuity sales in 2025

Elevating Your Annuity Strategy

As today’s investors face rising interest rates, lingering volatility, and growing uncertainty about retirement income, annuities are gaining renewed attention—and rightfully so. They offer something few financial instruments can: guarantees. But unlocking their full potential takes more than knowing the products. It takes a shift in mindset, a strategy rooted in education, and a long-term…

On The Move – June 10, 2025

June 13, 2025 – Effective Date of Change The Standard New rates mean new opportunities—are you ready to lead the annuity conversation? With carriers adjusting rates and clients looking for stability, there’s never been a better time to talk about annuities. The IAMS 2025 Annuity Awareness Month Sales Kit gives you the tools, language, and…

A client with annuity objections

Overcoming the Top Annuity Objections

Annuities are more in demand than ever—and it’s easy to see why. In a market where volatility, inflation, and longevity risks still weigh on retirees, clients want safety, income, and peace of mind. Annuities check all those boxes. But even with growing interest, objections still come up. That’s your opportunity. When you can confidently respond…