deferred annuity

Which is Better, a Bank CD Or an Insurance Company CD? Use This Quiz to Get Tons of Annuity Sales

by

The answer is it all depends. It depends of the purpose of the money and what the prospect wants to accomplish. A fixed deferred annuity can be a sensible alternative to a bank certificate of deposit(CD). Ask your prospect the following questions to determine if a fixed deferred annuity might better meet their long term … Read more

Do a Tax-free 1035 Exchange of Your Old Annuity for a New One

by

If you have an old deferred annuity but feel that a new deferred annuity will serve you better, you can exchange the old one for the new one tax free. But you better consider if you’re really better off doing so. That’s what this article is about. You can exchange one annuity for another, but … Read more