by Joe Anzalone on July 22, 2010
WASHINGTON, DC- Obama signs Financial Reform Bill, Regulation of Indexed Annuities to Remain with the States
President Obama signed H.R. 4173, the Dodd-Frank Financial Services Reform Act bill, into law today. Among the myriad of new financial...
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by Joe Anzalone on July 15, 2010
Plan for your positive responses and make more sales
“If I can just see more people, I can increase my sales.” While it’s imperative to keep your pipeline full, this statement isn’t always true. Many sales are won or lost during the...
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by Bob Seawright on July 14, 2010
[Read the Court Order here (pdf)]
Although the financial reform bill appears headed for passage it is not yet law. The Harkin amendment, which is attached to this legislation, remains important in order to clarify what constitutes an insurance...
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by Joe Anzalone on July 13, 2010
“How can I reduce my marketing costs and still bring in new prospects?”
Visit SoundTaxNetwork.com
During my tenure at Asset Marketing Systems, this is perhaps the question I’ve heard most often. AMS has always been the leader in providing...
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by Joe Anzalone on July 12, 2010
Hello everyone, and welcome back from the 2010 AMS Conference! I hope you had as great a time as Abby and I did at this year’s rewards conference. Having never been to Maui, it was exciting for us to discover the island and share our experiences...
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by Donna Hayes on July 01, 2010
There’s never a bad time to review tax rules when it comes to annuities. These include:
How the aggregation rule can affect your clients’ taxes on withdrawals; and
How a Roth Conversion tax basis is calculated on a traditional IRA that is in ...
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by Bob Seawright on June 24, 2010
On Tuesday, June 22, the Senate Conference Committee approved the Harkin Amendment—the amendment that clarifies that fixed indexed annuities are not securities—by an 8–4 vote and added it to its version of the financial reform bill.
Today the House ...
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by Bob Seawright on June 18, 2010
ING is introducing two new fixed index annuities that are registered as securities products with the U.S. Securities and Exchange Commission. American Equity is expected to launch a registered FIA soon. These products are designed for distribution...
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by Joe Anzalone on June 17, 2010
Your weaknesses may actually be strengths…
By now, most students of business are familiar with Avis’ legendary marketing campaign launched in 1963. Still lagging behind the dominant player Hertz, Avis made a strategic decision to embrace its second ...
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by Joe Anzalone on June 14, 2010
Safer Havens: Bonds vs. Indexed Annuities
“The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already, but the simplest thing cannot be made clear to the most intelligent man if he is...
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