We’re sharing guidance from the Athene commissioned “Solving the annuity puzzle: A Behavioral Analysis” to uncover hidden client biases. With these biases revealed, you can reshape the annuity conversation toward confident and informed decisions. The Annuity Puzzle An annuity grants consumers the ability to trade part of their retirement savings for payments over the remainder […]
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TURNING RISK INTO OPPORTUNITY Markets are unpredictable (shocking… right?). They soar one year and tumble the next. For retirees drawing, or about to draw, income from their portfolios, this unpredictability isn’t just inconvenient; it’s […]
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DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services, life insurance marketing services, sales consulting and operations
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