Home AFS Learning Center Published Articles

Over the decades, AFS has written numerous educational articles for professional journals. Here are a few.

Published Articles

Tax Relief: The Five-Letter Secret to Annuity Sales

(Life Insurance Selling September 2003)

Taxes are the first word in selling tax-deferred annuities, but advisers lost that focus until recently. They chose instead to focus on rates and returns. Many successful producers are resurrecting the "T" word, however, and reaping the benefits.

Total Return Annuities Can Be CD Alternative
(National Underwriter January 2000)

Since 1995 the equity-indexed annuity has taken the fixed annuity market by storm. Sales have mushroomed. As exciting as the EIA may be to the industry, it is old technology. Total return annuities are the future.
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Are You Ready for the IRA Bonanza of '98?
(Life Insurance Selling, November 1997)

The Taxpayer Relief Act of 1997 has made sweeping changes to individual retirement accounts. These are great changes for the country, but they may be even greater changes for the financial services professional.
Pages: 1 2 3 4

No Longer Just a Luxury
(Financial Plan, February 1995)

Pages: 1 2 3

Maxing out the IRA Rollover Market
(LAN, January 1995)

Pages: 1 2 3

Fixed Annuity Plans for Retirees Build Financial Independence
(Life Insurance Selling, March 1994)

Pages: 1 2 3 4

New Rollover Rules Can Unlock The 405(b) Annuity Market
(Life Insurance Selling, August 1993)

Pages: 1 2 3 4


ANNUITY NEWS
Annuity News: Bush Tax Cuts and Your Clients (Sept 2003)
Annuity News : Tax Analysis - It pays to work that 1040! (April 2003 )
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The Source: EIA Quick Hits - Now's the Time! (Dec 2002)
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The Source: How have EIAs done the last 5 years? (Sept 2002)
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The Source: Lessons for Selling EIAs (July 2002)
Annuity News: Interest Rates are Rising? (October/November 1999)
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Annuity News: The Millennium Arrived and You Missed It! (June 1999)
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Annuity News: Stamp Out Market Risk! (December 1998)
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Annuity News: Zones, Schm-ones! (September 1998)
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Annuity News: How Scary is This Market? (June 1998)
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Annuity News: Don't Let Your Solutions Create Problems (April 1998)
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Annuity News: A Virtual Feeding Frenzy (March 1998)
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