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Sheryl’s Articles

4 myths Dave Ramsey is spreading about fixed annuities (and how to overcome them)

{June 23rd, 2015} by Michael Markey

Yesterday’s experiences shape tomorrow’s beliefs. Had Dave Ramsey’s past experiences not been marred by financial ruin; had his past not been sensationalized by giving off-the-cuff, hard-to-hear, overly simplified advice; had he not generated most of his wealth during one of the strongest bull markets our country has ever seen; then we wouldn’t have a Dave […]

Push-Pull Dynamic Heats Up Annuity Awareness Month

{June 9th, 2015} by Cyril Tuohy, cyril.tuohy@innfeedback.com

There’s momentum building around annuities, and that’s good news for the annuity industry, which this month celebrates its second annual National Annuity Awareness Month (NAAM). Call it a “rise and shine” moment for guaranteed income products. As the sun rises on its way to solstice on June 21, the Society for Annuity Facts and Education […]

SAFE Promotes National Annuity Awareness Month

{June 9th, 2015} by Society of Annuity Facts & Education

Pleasant Hill, Iowa – June 4th, 2015– The Society for Annuity Facts & Education (SAFE), a nonprofit with the aim of educating consumers about annuities, joins the Coalition for Annuity Awareness for the second annual National Annuity Awareness Month in June. Research indicates that 52% of workers have less than $10,000 saved and only 18 […]

Why Agents & Their Clients Should Love Annuities

{June 2nd, 2015} by Cyril Tuohy, cyril.tuohy@innfeedback.com

The story surrounding annuities is a textbook example of the adage that there are two sides (at least) to every story. Many people love annuities and what annuities can do for them. Consumers cherish the host of guaranteed income features that annuities offer.  But mention the word “annuity” and some clients are likely to recoil […]

Pros, Cons Of Indexed Annuities

{June 2nd, 2015} by PAUL KATZEFF, INVESTOR'S BUSINESS DAILY

Indexed annuities are hot. In a survey by Wink’s Sales & Market Report — a researcher serving the life insurance and annuities industries — annuity carriers reported first-quarter sales of $11.3 billion for these kissing cousins of traditional variable annuities. That was up nearly 5% vs. the same period last year. It was the best […]

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I Give a Damn About Annuities – You Should Too

{May 19th, 2015} by Sheryl J. Moore

Why People Need Annuities I recall well my entrance into the life insurance market. Nearly 20 years ago, I was a single mother with three babies in diapers; wondering what career I could hold in Des Moines, Iowa that was stable. Aha! Insurance. Before becoming a homemaker, I had managed a grocery store, so working in […]

IUL: Accumulation vs. Protection

{May 19th, 2015} by Cyril Tuohy, cyril.tuohy@innfeedback.com

One of the strategies discussed in the Insider’s Guide to Indexed Universal Life in the March edition of InsuranceNewsNet Magazine sparked some heated discussion from readers. The difference in opinion formed over discussing the death benefit with clients. Josh Mellberg, president of J.D. Mellberg Financial in Tucson, advised that in certain instances or for certain […]

Wink CEO: Interest From Nontraditional Distribution Boosts 2014 Sales of Indexed Annuities

{March 24th, 2015} by Fran Matso Lysiak, senior associate editor, BestWeek: fran.lysiak@ambest.com

PLEASANT HILL, Iowa – Continued interest in indexed annuities from “nontraditional” distribution is helping to boost sales while new companies continue to enter the space, said the president and chief executive officer of Wink Inc. Total 2014 U.S. sales of these retirement savings and income products rose to $46.8 billion, up 21.3% from the same […]

Wink CEO: Both Sides Nearing Compromise on Illustrated Rates for Indexed Life Insurance as 2014 Sales Jump 15%

{March 24th, 2015} by Fran Matso Lysiak, senior associate editor, BestWeek: fran.lysiak@ambest.com

PLEASANT HILL, Iowa – As the regulatory debate on illustrated rates continues, full-year 2014 sales of indexed universal life insurance jumped 15% to $1.5 billion. But the chief executive officer of Wink Inc. says she’s “encouraged” that both sides — including some whole life companies — are nearing a compromise. Capturing first place in total […]

What’s Behind Allianz’s Huge Lead In FIA Sales?

{March 24th, 2015} by Linda Koco, linda.koco@innfeedback.com

Allianz Life made head-spinning gains in its fixed index annuity (FIA) sales in 2014, according to figures recently published by Wink, Inc. Allianz’s sales totaled over $12.7 billion, more than double its $6 billion total in 2013, for a market share of 27 percent. The results put Allianz in first place among the 52 companies […]

Treading Carefully In An Uncapped FIA World

{March 24th, 2015} by Cyril Tuohy, cyril.tuohy@innfeedback.com

Surely, annuity sales channels have heard of uncapped fixed index annuities (FIAs). It is a phrase filled with upside promise. At Nationwide, the company’s New Heights FIA promises to position investors for growth. Symetra Financial touts its Edge Plus and Edge Premier FIAs pegged to the JP Morgan ETF Efficiente 5 Index. Because this particular […]

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Indexed annuity sales break previous record by 21%

{March 17th, 2015} by Wink, Inc.

Forty-nine indexed annuity carriers participated in the 70th edition of Wink’s Sales & Market Report, representing 99.8 percent of indexed annuity production. Total fourth quarter sales were $11.9 billion. Fourth quarter indexed annuity sales were up 4.0 percent when compared to the previous quarter, and up 3.5 percent when compared with the same period last […]

Happy 20th, FIAs!

{February 10th, 2015} by Steven Morelli, steve.morelli@innfeedback.com.

Fixed index annuities want what any 20-year-old desires: Acceptance and respect. FIAs still carry that bad-boy taint from years back, from, you know, the experimenting years. Yeah, things got a little complicated back then. Maybe they said some things they shouldn’t have. But we all grow up, right? We do, but many of us also […]

Jumping on the FIA Birthday Bandwagon

{February 5th, 2015} by Cailie Currin

There has been a small flurry of publicity around the 20th birthday of fixed indexed annuities. (e.g., InsuranceNewsNet, February 2015, p. 6 Editorial, “Happy 20th Birthday Indexed Annuities!”  and “Fixed Indexed Annuities Celebrate 20 Years”) I read the first in this list, Mr. Morelli’s editorial, yesterday. The lead is that “Fixed index annuities want what […]

The little annuity product with big buying potential

{January 30th, 2015} by Ed McCarthy

Annuities and long-term care insurance seem like a natural pairing — the insurance equivalent of chocolate and peanut butter. When the Pension Protection Act’s (PPA) changes for these hybrid (or linked) annuities took effect in 2010, it appeared this market was poised for rapid growth. But while some advisors and insurers have experienced solid sales […]

From Antiquity to the Future: Financial Security Is Always Part of the Quest

{January 20th, 2015} by Bryan Mills, advzrtek@gmail.com

“The future belongs to those who prepare for it today.” This powerful quote by Malcolm Little may quite possibly be the cornerstone or central message upon which your financial practice is built. So how can you deliver what’s essentially a promise of financial certainty while exploring and embracing the many complex solutions offered to you […]

2015 Annuity Forecast

{January 6th, 2015} by Steven Morelli, steve.morelli@innfeedback.com.

At the dawn of 2015, forecasters predict a warming trend for annuities, but warn of a chance of a sudden and deep freeze. The sun has been shining on annuities for the past few years, in fact. Not all products, of course. But consumers are going for some, such as fixed index annuities (FIAs), like […]

Why Ken Fisher Loves to Hate Annuities

{December 30th, 2014} by Steve Marsh

We all know that Ken Fisher hates annuities and believes everyone else should too. Fisher’s ads have been everywhere, although they have abated a bit lately. But anyone who has been on the Internet or has read a national consumer magazine has seen the ads where Fisher proclaims his hate for annuities and wants everyone […]

Insurers Take Aim At IUL Illustrations

{December 24th, 2014} by Arthur D. Postal

WASHINGTON – A coalition of three large insurance companies is urging the National Association of Insurance Commissioners (NAIC) to act promptly to adopt a realistic regulation governing the illustrations insurers and agents can use in marketing indexed universal life insurance (IUL). The coalition is composed of MetLife, Northwestern Mutual and New York Life. In a […]

Annuity trends: 2015 and beyond: Opinion

{December 12th, 2014} by Adam Cufr, Fourth Dimension Financial Group, LLC.

The economy has clearly changed and so has the role of annuities. Simply put, annuities have had to adapt, and fast. As advisors scramble to keep pace with the changing landscape, a look at the recent past will pay big dividends as we look to the future of the annuity market to see what may […]

Why FIA Producers See A Silver Lining In 3Q

{December 3rd, 2014} by Linda Koco

Third quarter sales of fixed index annuities may have dropped by nearly 8.6 percent from the previous quarter, but annuity producers are hardly singing the blues. That’s because fixed index annuity (FIA) sales were moving swiftly for many in the field. In fact, when compared to third quarter last year, FIA sales were up. The […]

Wink CEO: Independent Organizations Marketing Annuities Getting Regulatory Cautions From Kansas, Iowa

{December 3rd, 2014} by Fran Matso Lysiak

PLEASANT HILL, Iowa – Insurance regulators in Iowa and Kansas have turned their eye to organizations marketing insurance products/annuities, according to the chief executive officer of Wink Inc., a firm that tracks sales of  indexed annuities. Both state’s regulators have drafted bulletins cautioning marketing organizations about marketing and advertising,  Sheryl Moore, president and CEO of Wink and Moore […]

Q3 fixed indexed annuity sales report: The proof is in the pudding. BLOG

{December 3rd, 2014} by Matt Tarkenton

More and more consumers are looking for the guarantees and income provided by fixed annuity products as part of their retirement strategy, and the proof is in the pudding. The growth of fixed indexed annuities (FIAs) continued in the third quarter of 2014. Our friend and industry thought leader Sheryl Moore’s report showed that third-quarter […]

US Sales of Indexed Universal Life Rose 18.7% as Debate Over IUL Illustrated Rates Continues

{November 26th, 2014} by Fran Matso Lysiak

PLEASANT HILL, Iowa – As issues over illustrated rates for indexed universal life insurance are sorted out, competition among companies in the overall universal life product space is growing, according to Sheryl Moore, president and chief executive officer of Wink and Moore Market Intelligence. Third-quarter U.S. sales of indexed universal life rose to $372.8 million, […]

Indexed annuity sales skyrocket

{November 25th, 2014} by Lynette Gil

A new report from Wink, Inc., the 69th edition of Wink’s Sales & Market Report, which took into account 99.8 percent of indexed annuity production and with 47 indexed annuity carriers as participants, reveals that the market can easily do over $45 billion in sales by the end of this year. A total of $11.4 […]

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Sheryl J. Moore’s NAIC Comment on IUL Illustrated Rates

{November 5th, 2014} by Sheryl J. Moore

September 28, 2014     National Association of Insurance Commissioners Mike Boerner, Chair of Life Actuarial Task Force Texas Department of Insurance 333 Guadalupe Austin, TX 78701     Moore Market Intelligence Sheryl J. Moore 5148 E. University Avenue Pleasant Hill, IA 50327     RE: Actuarial Guideline on Illustrations for Indexed Life Insurance Policies […]

Expert Interview with Sheryl Moore About Competitive Intelligence and Retirement for NewRetirement.com

{November 5th, 2014} by Media Shower

Sheryl Moore is the creator, founder, president and CEO of Wink, Inc. After seeing a hole in the insurance industry, Sheryl began developing an idea that turned into the successful company, Wink. Not only did she create a thriving business, but she has also put an energetic, expert team together to offer the best in the […]

Indexed annuity issuer aims for LTC planning market

{October 7th, 2014} by Allison Bell

OneAmerica is going after consumers who hope stock market gains will make their long-term care (LTC) dollars go further. The State Life Insurance Company, a unit of OneAmerica, has introduced the Indexed Annuity Care product, a single-premium annuity contract. The company believes the product to be one of a relatively small number of indexed annuity […]

Navigating the regulatory arena: 6 ways regulation is affecting the annuity industry

{October 1st, 2014} by Paul Wilson

  The last few years have seen dramatic regulatory change in the life/health industry. From financial planners to health agents to annuity producers, everyone has felt the effects of regulatory restraint on both the local and national level. What changes are yet to come? And how can you adapt in order to survive and thrive […]

W&S Launches FIA With Goldman Proprietary Index

{September 29th, 2014} by Linda Koco

Insurance holding company Western & Southern Financial Group said in mid-September that it would soon issue a fixed index annuity (FIA) that includes a Goldman, Sachs & Co. proprietary index option. “What kind of FIA will this be?” industry people wanted to know. “And what is global investment firm Goldman doing in there with a […]

Insurance marketing warning issued by state of Iowa

{September 24th, 2014} by H. Cutner

An official agency has now released a statement cautioning consumers of potentially deceptive ads. The Iowa Insurance Division has now released a warning to the residents of the state, cautioning them that certain insurance marketing and ads for annuities may have potentially deceptive messages. The agency has been watching a growing number of marketers that […]

State warns about misleading insurance ads

{September 24th, 2014} by Matthew Patane

Iowans looking at annuities and other insurance products should be wary of potentially deceptive advertisements, a state agency said this week. The Iowa Insurance Division has seen more marketing companies that work with insurance firms use misleading ads to try to attract customers, the division said in a bulletin. Those ads, the division said, give […]

New York Regulators Probe Indexed Universal Life Insurance Marketing- Bestwire

{September 23rd, 2014} by Thomas Harman

ALBANY, N.Y. – The New York Department of Financial Services is investigating the marketing of indexed universal life insurance products, regarded as one of the fastest-growing in the life insurance sector. The letter sent to insurers said DFS “is seeking information from authorized life insurers regarding indexed universal life insurance and the illustrations used to […]

5 ways regulation is affecting the annuity industry

{September 23rd, 2014} by Paul Wilson

The last few years have seen dramatic regulatory change in the life/health industry. From financial planners to health agents to annuity producers, everyone has felt the effects of regulatory restraint on both the local and national level. What changes are yet to come? And how can you adapt in order to survive and thrive in […]

RetirePreneur: Sheryl J. Moore

{September 4th, 2014} by Jenna Gottlieb

What I do: I own two firms. The first, Moore Market Intelligence, assists with the product development of indexed annuities. The second is Wink, Inc., which provides competitive intelligence tools to life insurance and annuity product home offices, distributors, sales professionals, and consulting firms. My grandmother would say that I’m the president of an insurance […]

Hybrid Indexes Help Spur FIA Sales

{September 3rd, 2014} by Linda Koco

Move over, double-takes. Given that fixed index annuity (FIA) sales have broken yet another quarterly record, and by a wide margin, triple-takes are in order. Hybrid indexes have something to do with this. First, the impossible-to-ignore numbers: In second quarter 2014, FIA sales totaled nearly $12.6 billion — 8.5 percent above the industry’s prior record […]

Why the Middle Market Loves IUL

{September 3rd, 2014} by Linda Koco

Not long ago, a middle-market couple told life insurance agent Michael T. Tierney that they wanted to discuss retirement income. “Right off the bat, they said they have never bought life insurance and they will not buy an annuity or life insurance,” said Tierney, who does college funding through his College Tuition Coaches firm in […]

Indexed annuity sales grow 15.4 percent in 2Q 2014

{September 3rd, 2014} by Sheryl J. Moore

Forty-five indexed annuity carriers participated in the 68th edition of Wink’s Sales & Market Report, representing 99.8 percent of indexed annuity production. Total second quarter sales were $12.6 billion. Second quarter indexed annuity sales were up 15.43 percent when compared to the previous quarter, and up 36.54 when compared with the same period last year. […]

Wink CEO: Increased Sales of Proprietary Products Help Boost 2Q US Sales of Indexed Annuities

{August 27th, 2014} by Fran Matso Lysiak

PLEASANT HILL, Iowa – Increased sales of proprietary products specifically helped to boost sales of indexed annuities in the second quarter of 2014, says the chief executive officer of Wink Inc. Total second-quarter sales of these retirement savings and income products in the United States increased to $12.6 billion, a 36.5% gain from the same […]

Equity Analysts: Life Insurers Must Address ‘Perceptions of a Rising Interest Rate Environment’

{July 22nd, 2014} by Fran Matso Lysiak

OLDWICK, N.J. – Policyholder behavior, as it is affected “by perceptions of a rising interest rate environment,” is a significant concern to equity analysts with Sandler O’Neill, a concern that life insurers must address, they wrote in a research note previewing second-quarter earnings for the industry. Interest rates declined during the second quarter, the equity […]

5 reasons to attend the Advisor Network Summit in Las Vegas

{July 15th, 2014} by Van Mueller

The place to be August 13-15 will be the Advisor Network Summit in Las Vegas. The timing of this meeting is crucial. We are approaching a financial catastrophe. CLICK HERE TO READ “— Sheryl Moore: The annuities expert. I read everything she writes, and I even have a Sheryl Moore file. Moore has helped me […]

Society for Annuity Facts and Education (SAFE), Inc. Elects New Officers

{July 2nd, 2014} by Siobhan McNulty

Washington, DC – The Society for Annuity Facts and Education, Inc. (SAFE) is proud to announce its newly-elected Officers. Sheryl J. Moore has been elected to the position of SAFE President; Lowell Aronoff has been elected to the recently-added position of SAFE Vice President. Both will serve in their positions through December 2015. Ms. Moore, […]

Moore elected to lead annuity trade group

{June 30th, 2014} by N/A

The Society for Annuity Facts and Education Inc. announced it has elected Sheryl Moore as its president. Moore, president and CEO of Moore Market Intelligence and Wink Inc. in Pleasant Hill, specializes in market research in the indexed annuity and indexed life insurance businesses. The organization also elected Lowell Aronoff, CEO of CANNEX Financial Exchanges […]

Update: Wink CEO: Indexed Universal Life is ‘Toeing the Line’ for All Sales of Universal Life

{June 24th, 2014} by Fran Matso Lysiak

  PLEASANT HILL, Iowa – First-quarter 2014 sales of indexed universal life insurance in the United States rose to $330.3 million, up 3.6% from the same period a year ago, according to Wink Inc., a firm that tracks the data. The first quarter was off to a slow start as sales of individual life insurance […]

Industry Devotes June To Annuity Awareness

{June 17th, 2014} by Cyril Tuohy

The Society for Annuity Facts & Education (SAFE), a nonprofit with the aim of educating consumers about annuities, has joined with an industry coalition to declare June as Annuity Awareness Month. Hardly a day goes by without dire warnings about underfunded retirements and people outliving meager savings, according to members of the coalition made up […]

Game Changers

{June 13th, 2014} by Angelo John Lewis

A new generation of annuity products reflects the industry’s reaction to the financial crisis:  GameChangers

501(c)(3) Tax-Exempt Status Granted to the Society for Annuity Facts and Education (SAFE), Inc.

{June 11th, 2014} by Press Release

Washington, DC (April 8, 2014) – The Society for Annuity Facts and Education, Inc. (SAFE) is proud to announce it has been granted tax-exempt status as a charitable organization dedicated to educational purposes under Section 501(c)(3) of the United States Internal Revenue Code. SAFE serves as a resource for consumers to learn in a fact-based […]

FIA Sales Off At Athene, Rock At Allianz

{June 3rd, 2014} by Linda Koco

Athene USA tried to hold its ground in first quarter 2014 fixed index annuity sales. It sold more than $571.8 million, qualifying it to be one of the quarter’s top five sales leaders, according to Wink, Inc. However, the carrier still registered a sales decline from the previous quarter and also from first quarter last […]

Wink: First-Quarter US Sales of Indexed Annuities Up 38.6%; Average Commission to Agents Rises

{May 27th, 2014} by Fran Matso Lysiak

PLEASANT HILL, Iowa – Total sales of indexed annuities in the United States jumped 38.6% in the opening quarter of 2014 from the same period a year ago, as the average commission to sales agents rose 5.8%, up slightly from last quarter’s average, according to Wink Inc. This represented the first increase in the average […]

The top 10 indexed annuity carriers Q1 2014

{May 27th, 2014} by Daniel Williams

According to a [Wink’s Sales & Market Report] market report, indexed annuity sales hit nearly $10.9 billion in the first quarter. That number was a huge jump over the $7.8 billion sold in the same time a year ago, but down 6 percent from Q4 2013. In a blog posted by Sheryl J. Moore, President […]

501(c)(3) Tax-Exempt Status Granted to the Society for Annuity Facts and Education (SAFE), Inc.

{May 13th, 2014} by AnnuityOutlook

Washington, DC (April 9, 2014) – The Society for Annuity Facts and Education, Inc. (SAFE) is proud to announce it has been granted tax-exempt status as a charitable organization dedicated to educational purposes under Section 501(c)(3) of the United States Internal Revenue Code. SAFE serves as a resource for consumers to learn in a fact-based […]

Adopting the NAIC Model

{May 6th, 2014} by Fran Matso Lysiak

State action on annuity sales suitability is predicted for 2014 following the Federal Insurance Office report. Source: Best’s Review (March 2014 Issue)The annuity industry is gearing up for action in the states on annuity sales suitability laws after the release of the Federal Insurance Office’s report recommending that every state adopt and enforce the National […]

24 most creative people in insurance

{April 29th, 2014} by Vanessa De La Rosa, Noah Guillaume, Emily Holbrook, Nichole Morford, Paul Wilson

Insurance is an industry that depends upon data to accurately assess and manage risk. It is inherently a cautious business — and slow to change, many would add. But it is also a business designed to problem-solve, to engineer, to market and sell customized solutions to a consumer base that needs its products more than […]

Indexed annuities had record sales in 2013

{April 24th, 2014} by Victor Epstein

The indexed annuities industry benefited from surging stock markets in 2013, which helped boost its annual sales to a new record for the fifth consecutive year. The industry, which has a heavy presence in the Des Moines area, reported that its annual sales rose 13.4 percent from the prior year to $38.7 billion, according to […]

Gay advocacy group calls 2014 “watershed year” for corporate America

{April 24th, 2014} by Victor Epstein

Larry Zimpleman, chief executive officer of the Principal Financial Group, established himself as one of the gay community’s corporate allies this week, during a company-wide screening of a video supporting gay, lesbian and transgender employees and teens. Insurance companies and their CEOs have a reputation for being conservative, but Zimpleman indicated that he believes the […]

Why FIA Sales Galloped To New Records

{April 8th, 2014} by Linda Koco

Fixed index annuities put the pedal to the metal in 2013. The major annuity researchers show sales premium for the products ringing in very close to $40 billion, a new record. In fact, this was the fifth consecutive record-setting year for fixed indexed annuity (FIA) sales, according to Sheryl J. Moore, president and chief executive […]

The Great Life-Insurance Temptation

{April 4th, 2014} by Leslie Scism at leslie.scism@wsj.com

Life-insurance policies have gotten a surprising sales boost from a rising stock market. But if share prices sag, customers could be in for a shock. The recent rally has increased the appeal of two types of life insurance that link benefits to stocks: “variable universal life” and “indexed universal life.” Last year, when the S&P […]

Trends in Regulatory Oversight – Part 1: “The Battle Over Standard of Care”

{April 1st, 2014} by Kim OBrien

Message From President I have never been much of a conspiracy theorist. In fact, those who know me would probably peg me as a Pollyanna of all things positive. However, there is no doubt here at NAFA that our fight to protect the fixed annuity didn’t end with Rule 151A. And for those who think […]

Wink CEO: Indexed Annuities Made Up Nearly 46% of All US Fixed Annuity Sales in 2013

{March 25th, 2014} by Fran Matso Lysiak

PLEASANT HILL, Iowa – As sales rose for the fifth consecutive year in 2013, indexed annuities also made up nearly 46% of all fixed annuity sales, while two of the top five companies are now owned by private-equity firms, according to the chief executive officer of Wink Inc. Total sales of indexed annuities in the […]

Indexed annuities had record sales in 2013

{March 18th, 2014} by Victor Epstein

The indexed annuities industry benefited from surging stock markets in 2013, which helped boost its annual sales to a new record for the fifth consecutive year. The industry, which has a heavy presence in the Des Moines area, reported that its annual sales rose 13.4 percent from the prior year to $38.7 billion, according to […]

U.S. indexed annuity sales reach record $36.8 billion in 2013

{March 16th, 2014} by N/A

Indexed annuity sales in the United States reached another record in the fourth quarter, with sales of $11.5 billion, a more than 35 percent increase from the year-earlier period, according to the newest edition of Wink’s Sales & Market Report, which tracks the industry. Annual indexed annuity sales also reached a record $36.8 billion, a […]

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Wink, Inc. Releases Fourth Quarter, 2013 Indexed Sales Results

{March 14th, 2014} by Press Release

Indexed Life and Annuity Sales Continue Their Record Breaking Sales Streak Wink, Inc. Releases Fourth Quarter, 2013 Indexed Sales Results Pleasant Hill, Iowa. March 13, 2014- Forty-four indexed annuity carriers participated in the 66th edition of Wink’s Sales & Market Report, representing 99.8% of indexed annuity production. Total fourth quarter sales were $11.5 billion. In […]

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Indexed annuity sales hit $11.5 billion in Q4 2013

{March 14th, 2014} by Daniel Williams

Total fourth quarter sales hit $11.5 billion for indexed annuities, according to the latest Wink’s Sales & Market Report. The numbers trended up as indexed annuity sales rose 15 percent from the previous quarter and grew 35 percent compared to the same period a year ago. According to Wink’s, data from forty-four indexed annuity carriers […]

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IA Sales Continue Breaking Records

{March 13th, 2014} by Wink

Pleasant Hill, Iowa. March 13, 2014- Forty-four indexed annuity carriers participated in the 66th edition of Wink’s Sales & Market Report, representing 99.8% of indexed annuity production. Total fourth quarter sales were $11.5 billion. In reviewing fourth quarter indexed annuity sales, production was up nearly 15.0% when compared to the previous quarter, and up more […]

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Indexed annuity sales hit $11.5 billion in Q4 2013

{March 13th, 2014} by Daniel Williams

Total fourth quarter sales hit $11.5 billion for indexed annuities, according to the latest Wink’s Sales & Market Report. The numbers trended up as indexed annuity sales rose 15 percent from the previous quarter and grew 35 percent compared to the same period a year ago. According to Wink’s, data from forty-four indexed annuity carriers […]

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