If you are an annuity agent, know about this.
David Macchia
Visionary entrepreneur, retirement income industry innovator, consultant to life insurers, and creator of financial technologies and products that attracted more than $150 billion in investment assets.
Over recent decades, the U.S. lost 56,000 employer-sponsored defined benefit pension plans. This is not the only reason that our nation faces a retirement security crisis, but it is one of the prominent reasons. Annuity agents will soon be empowered to do something to solve this problem.
Later this month GBU Life will become the first insurer to introduce Defined Benefit Annuity, a retirement security solution that transforms a fixed index annuity into a personal defined benefit pension. I believe this will be a game changing development for the annuity industry. And a sales boom for participating agents.
If you are an annuity agent, IMO, or wholesaler who wishes to be at the leading edge of income planning, be sure to attend one of the two upcoming launch webcasts: February 25 at 10am ET, or February 27 at 2pm ET. I'll be a presenter during these webcasts, and I can promise you that you'll be fascinated by what you will see. Click this link to secure your place: Defined Benefit Annuity - GBU Life
Lesley Mann Kim O'Brien Tom Hegna Brendon Kelly Dominic Cursio Tyrone Clark Gary Mettler Jason Ray Ted Bernstein Bruno Caron Dr. Donald Moine David F. Sterling, Esq. David M. Penny Jeff Affronti Darren Mitchell Joseph L. Moffat Mary Ann Lacey Gray, CLTC Donna McLaughlin Mike Dressander Michael Foguth Everlinda Ishmael Art Jetter Lee Trawick Mike Tripses Steve Walther Chris Fuhrer Dwight Carter
#annuity #insuranceagents #retirement #definedbenefitannuity
Change it works; If it's about Retirement, Business, Insurance Benefits or Taxes & Planning? Ask me Ask Frazier, USA
2 周I'm pumped that Pittsburgh brings another 1st to the World again!
I am on a mission to educate and serve Federal Employees so they can retire with dignity
2 周Looking forward David
Wealth Care Advocate and Consultant
2 周RE: With an Open Mind and Great Anticipation David Macchia and Jason Ray: I am eagerly awaiting the webinar. As you know, I have experienced a definitive shift in my perspective on the full range of insurance based solutions; especially, regarding the design and execution of annuity based strategies to enhance financial and personal security. I also have reason to believe that there exists a market segment that will soon spring to life to acknowledge the value of your contributions to their planning strategies and business platforms. I am referring to the legal community of estate planning and elder law attorneys. The indispensable role of the legal community to ensure the successful design and execution of personal and financial "governance" protocols can not be stressed enough. The time has surely come to "integrate and merge" the attributes and value propositions of the insurance and legal industries. Delivering the "what" requires the mechanics of the "how" to realize the vision and value of the client's "why." Dr. Donald Moine Jeff Affronti Tom Hegna Jenna Comins-Addis Jeffrey Bettermann, RFC Sheryl J. Moore Sheryl O'Connor
Managing Director of Retirement Income | MBA
2 周Amazing development and the culmination of some very hard work.