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How Annuity Products Are Designed (Legacy Marketing Explained)

How Annuity Products Are Designed (Legacy Marketing Explained)

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 In this episode of Annuity Producers, Roy sits down with Dr. John Terry from Legacy Marketing Group to talk about something most agents rarely see: how annuity products are actually designed.

Legacy has spent more than three decades creating fixed index annuity products for major insurance carriers like Americo, Ameritas, The Standard, and Western & Southern.

In this conversation we discuss:

• How annuity products are developed
• Why many agents miss sales opportunities
• The advantage of working with multiple carriers
• Strategies for helping conservative retirement clients
• New product innovations in the fixed index annuity space

If you’re an insurance agent looking to grow your annuity business, this episode gives a behind-the-scenes look at the product design side of the industry and how those tools can help you serve clients better. To learn more about Legacy Marketing Group visit
legacynet.com

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Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
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