Category Archives: Annuities
Finding the Right Mix: Merging Technology with Traditional Practices
We’ve all become accustomed to the world at our fingertips. One-click shopping, next-day delivery, and customer service at the touch of a button. How can we, as financial professionals, innovate and deliver our traditional solutions and practices in a world where our clients expect instant delivery? Crump’s Vice President of Digital Solutions, Travis Phillips, joins us to offer advice and tools you can use. Podcast>>
Am I on Mute?
4 Steps to Figuring Out How Much Money a Client Needs to Retire
Retirement can account for one-third or more of your clients’ adult lives, and those years are not cheap. Property taxes rise in tandem with increasing property values. Then there are health care and increasing prescription drug expenditures on top of long-term care expenses.
It’s no surprise that most Americans do not have enough money saved for retirement. Walking your client through these four steps can help them figure out how much to save (and, eventually, how much to withdraw). More>>
How Much Does a $50,000 Annuity Pay Per Month?
Annuities are an ideal option for investors seeking regular income in retirement. They pay out a fixed stream of payments on a monthly or annual basis that you can never outlive. Here’s how much you’d get per month if you invested $50,000. A financial advisor could help you put a retirement plan together for your goals and needs. More>>
Recommending FIAs: Start with The Client’s Objective
Guest contributor Rick Wilson, annuity wholesaler, at Crump Life Insurance Services.
Fixed indexed annuities have become popular financial solutions for advisors to address client goals of safe investment returns and lifetime income. FIAs offer owners the ability to earn higher yields than fixed annuities if the markets perform well, while typically providing some protection against market declines. With the increased popularity of FIAs, insurers have become more creative in some design of FIA features and benefits. More>>
Building A Fixed Solution
Guest contributor, Bernie Casey, CAS, CIS, annuity wholesaler at Crump Life Insurance Services, shares why it’s important for financial professionals to understand why they should integrate annuities into their practices, and how Crump can help! More>>