We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Sheryl’s Blogs

IMG_0577

First Quarter 2014 Indexed Insurance Sales

{May 27th, 2014} by Sheryl J. Moore

Indexed Annuity Wink’s Sales & Market Report, 1st Quarter 2014 shows first quarter 2014 indexed annuity sales were $10,869 million, compared with sales of $7,863 million for the first quarter of 2013. First quarter indexed annuity sales were down nearly 6% when compared to the previous quarter, and up more than 39% when compared with […]

IMG_0577

Fourth Quarter 2013 Indexed Insurance Sales

{March 18th, 2014} by Sheryl J. Moore

Indexed Annuity Wink’s Sales & Market Report, 4th Quarter 2013 shows fourth quarter 2013 indexed annuity sales were $11,544 million, compared with sales of $8,547 million for the fourth quarter of 2012. Fourth quarter indexed annuity sales were up nearly 15% when compared to the previous quarter, and up more than 35% when compared with […]

NAFA_Logo-2013

Are you dedicated to promoting the understanding of fixed annuities through the education? Director wanted.

{December 20th, 2013} by Sheryl J. Moore

Submitted by: Kim O’Brien, President & CEO kim@nafa.com JOB DESCRIPTION – Education CONSULTANT TITLE:  Director of Education LOCATION: Phoenix, Arizona at an office site to be determined TYPE: Contracted Consultant GENERAL DESCRIPTION: The position is responsible for strengthening relationships with current NAFA members through educational initiatives: including constructing and maintaining the NAFA web content and presence; directing the […]

IMG_0577

Third Quarter 2013 Indexed Insurance Sales

{November 15th, 2013} by Sheryl J. Moore

Indexed Annuity Wink’s Sales & Market Report, 3rd Quarter 2013 shows third quarter 2013 indexed annuity sales were $10,053 million, compared with sales of $8,738 million for the third quarter of 2012. Third quarter indexed annuity sales were up more than 9% when compared to the previous quarter, and up more than 15% when compared […]

Picture yourself building a successful career working alongside other talented, highly motivated individuals

{August 28th, 2013} by Sheryl J. Moore

Project Manager/Senior Writer /Indexed Annuities – Marketing Communications Picture yourself building a successful career with Retirement Income Solutions (Formerly known as SunAmerica) working alongside other talented, highly motivated individuals committed to reaching our goal of becoming a top provider of mutual funds and retirement income solutions. We believe that our success depends on building a […]

Hot off the press! Marketing Director Opportunity

{August 26th, 2013} by Sheryl J. Moore

  Marketing Director Summary: The Marketing Director is responsible for overseeing National Life Group’s life product marketing strategy, eLearning strategy as it relates to our life products and manages the product marketing team. This individual is responsible for identifying and implementing new marketing opportunities for our sales force, and is responsible for developing strategies to […]

IMG_0577

Second Quarter 2013 Indexed Insurance Sales

{August 21st, 2013} by Sheryl J. Moore

Indexed Annuity Wink’s Sales & Market Report, 2nd Quarter 2013 shows second quarter 2013 indexed annuity sales were $9203 million, compared with sales of $8762 million for the second quarter of 2012. Second quarter indexed annuity sales were up more than 17.00% when compared to the previous quarter, and up more than 5.50% when compared […]

Heads up West Des Moines- Guggenheim posted a job opening at their EquiTrust business unit

{August 5th, 2013} by Jamie Johnson, Communication Specialist, Wink, Inc.

Job Function:                         Sales Support Consultant   Reports To:                            Jeanne Taylor, Sales Vice President   Position Background: As a Sales Support Consultant you will promote the sale of life and annuity products through case support, just-in-time training, recruiting support and issue resolution, and participate in team activities to train and directly support external agents and […]

WinkLogo (2)

Our hearts go out to Sheryl and family in this difficult time of sorrow. [UPDATE]

{August 1st, 2013} by Wink, Inc (AnnuitySpecs and LifeSpecs)

It is with deep personal regret that we write to inform of the unexpected death on Saturday of Sheryl Moore’s son, A.J., a treasured member of our Wink family. Sheryl will be unavailable during this difficult time; in the meantime please do contact the Wink, Inc office directly at support@annuityspecs.com or 515-262-2623. We will inform you […]

#Jobs: A wide degree of creativity and latitude is required.

{July 16th, 2013} by Sheryl J. Moore

Forwarding along this opportunity for one apt and intuitive in the creative department:   Full-time Director of Marketing Communications will direct and oversee InsurMark’s marketing policies, objectives, and initiatives. Conducts market research and develops marketing plans for specific products, services, or business lines. Reviews changes to the marketplace and industry and adjusts marketing plan accordingly. Requires a bachelor’s […]

Have you logged years of product development experience, understand the industry AND distribution? This is for YOU!

{July 12th, 2013} by Sheryl J. Moore

The goal of this position is to find the professional with 10+ years experience in product development, with strong knowledge on the industry and distribution (with emphasis on using BGA/TPM’s to market products direct to agents and to agents affiliated with banks and broker/dealers). Click to view job description: AVP Retirement Income Solutions Group, Product at AIG […]

Life Actuarial Position

{July 3rd, 2013} by Sheryl J. Moore

This position is posted with the Iowa Insurance Division http://www.iid.state.ia.us/ Life Actuarial Responsible for the in-depth review of life actuarial memorandums, Actuarial Guideline 38 memorandums and Actuarial Guideline 43 memorandums.  Make sure that the assumptions are actuarial reasonable.   Responsible for in-depth reviews life companies own risk and solvency assessment (“ORSA”). Review the ORSA to […]

Marketing, Product Development, Competitive Intel- which one is your expertise?

{June 12th, 2013} by Sheryl J. Moore

Just forwarding along some open positions in the industry. Take a look at all the opportunities below!   http://home.fglife.com/docs/careers/competitive-analyst-jd.pdf?sfvrsn=2?position=Competitive%20Research%20Analyst   http://home.fglife.com/docs/careers/sr-product-support-analyst.pdf?sfvrsn=2?position=Sr%20Product%20Support%20Analyst   http://jobs.metlife.com/north-carolina/executive/jobid3774104-assistant-vice-president-annuity-product-management-jobs   https://re11.ultipro.com/NAT1013/JobBoard/JobDetails.aspx?__ID=*D584C56AC6DF7BBA   http://www.sheryljmoore.com/2013/05/8788/    

IMG_0577

First Quarter 2013 Indexed Insurance Sales

{May 27th, 2013} by Sheryl J. Moore

Indexed Annuity Wink’s Sales & Market Report, 1st Quarter 2013 shows first quarter 2013 indexed annuity sales were $7846 million, compared with sales of $8071 million for the first quarter of 2012. First quarter indexed annuity sales were down more than 8.00% when compared to the previous quarter, and down nearly 3.00% when compared with […]

IMG_0577

Educating consumers about financial services products

{April 5th, 2013} by Sheryl J. Moore

I wrote the following article so that your clients could have an important high-level overview of financial services. It was prompted by an exchange that I had with a fellow member of my credit union’s board of directors. I hope that this helps you, your business, and your clients! Since entering the financial services industry 12 […]

IMG_0577

Fourth Quarter 2012 Indexed Insurance Sales

{March 18th, 2013} by Sheryl J. Moore

Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 4th Quarter 2012 shows fourth quarter 2012 indexed annuity sales were $8461 million compared with sales of $8723 million for the previous quarter. Fourth quarter sales were down 3.00% when compared with the previous quarter and up 2.00% when compared with the same period one year ago. […]

Passionate and knowledgeable about our industry? Can you see annuity wholesaling in your very near future?!

{March 4th, 2013} by Sheryl J. Moore

Annuity Marketing Consultant – Internal Wholesaler NewAnnuity IMO/ Wholesaler – Clive,  IA Position to be located in the Des Moines, IA metropolitan area. Qualified candidates need to possess: • Demonstrated success selling life insurance, annuity and/or other financial services products for at least 1 year. • Current Life insurance license. • Working knowledge of annuity quoting and […]

Interested in Sales Strategy and Business Development? Marketing Consultant? Know of anyone that is?

{February 22nd, 2013} by N/A

Requisition Number 12-0177 Title VP – Sales Strategy & Business Development Company National Life Insurance Company City Montpelier State VT Travel Required No VP –  Sales Strategy & Business Development  This position manages advanced sales and marketing support, product consultation, and business development projects. The incumbent also participates in developing and delivering products and marketing […]

Are you a displaced wholesaler in Pennsylvania, or willing to move to PA? Have I got the job for you!

{February 6th, 2013} by Jim Sorebo

Regional External Life & Annuity Wholesaler – Bank Channel Four Seasons Financial Group – Greater Pittsburgh Area Job Description This external sales position will be responsible for managing our sales and services efforts for our bank channel clients for insurance and annuity products. This fast paced opportunity requires a problem solving mentality, where the successful […]

IMG_0577

Opportune statistics!

{January 23rd, 2013} by Sheryl J. Moore

Just read through this month’s InsuranceNewsNet Magazine and came across a couple opportune statistics from a Harris Interactive survey about America’s search for financial peace of mind:   61% percent of American adults age 55+ view saving enough to have “financial peace of mind” as top financial priority. In addition 32% say that they plan to look into ways to […]

Chief Marketing Officer Needed in Houston, Texas

{January 19th, 2013} by Sheryl J. Moore

And people say that the good jobs are all taken… I have a wonderful friend that runs a marketing organization in Houston, Texas. He recently expressed to me that he is in need of a Chief Marketing Officer for his firm. Are you interested? You would be leading a staff that specialize in multimedia, graphic […]

Are You A Director of Product Management? Want to Be?

{January 10th, 2013} by Sheryl J. Moore

I have an insurance company home office that is looking to hire a new Director of Product Management. If you are qualified and interested, please shoot me an email at sjm[at]indexedrockstar.com. Thank you! ______________________________________________________________ POSITION DESCRIPTION: Reporting to the AVP,Product Management, this position is responsible for supporting the implementation and ongoing management of [insurance company […]

IMG_0577

Just an update…

{January 9th, 2013} by Sheryl J. Moore

Just a heads-up that I do not endorse any company, financial product, OR software package. I endorse Sheryl and nothing more!  :-)         sjm

Interested in Becoming the new Product Line Director for a Midwestern Home Office?

{December 10th, 2012} by Sheryl J. Moore

Email me for more details if you have the following qualifications and are interested in this position. Key Requirements/Skills/Experience – 8-10 years experience required: 10+ years in Financial Services with recent experience directly leading product initiatives in Life Insurance. – Four-year degree required: Bachelors degree in related field – Life Insurance license or willingness to […]

(Q32012) Annuity Interview w/ Sheryl J Moore

{December 7th, 2012} by Matt Neuman

Indexed Annuity Report – Tips and Trends from Expert Sheryl Moore! Recently I had the great opportunity to interview fixed indexed annuity expert, Sheryl J. Moore. Sheryl is the President and CEO of Moore Market Intelligence, and collects data on indexed annuity industry trends and the marketplace.  Sheryl has helped me to personally stay on […]

Interested in Becoming the New Communications Specialist for Our Office?

{November 29th, 2012} by Sheryl J. Moore

I am looking to hire a qualified candidate for a new position in our offices. If you are qualified, and interested in the job summary below for a Communications Specialist, please contact Victoria Peterson at (515) 262-2623 or victoria[at]annuityspecs.com. We look forward to hearing from you! SUMMARY: The Communications Specialist serves as the face of […]

Third Quarter 2012 Indexed Insurance Sales

{November 16th, 2012} by Sheryl J. Moore

Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 3rd Quarter 2012 shows third quarter 2012 indexed annuity sales were $8723 million compared with sales of $8719 million for the previous quarter. Third quarter sales were up 0.04% when compared with the previous quarter and up 0.24% when compared with the same period one year ago. […]

Top 25 Online Resources for Financial Professionals

{November 5th, 2012} by AnnuityThinkTank

18 September 2012 Today, the internet plays a role in the lives of almost every American. From checking your emails on a smart phone, to watching funny Youtube videos, to buying and trading stocks, all the way to completing college courses online…the digital presence in our lives is on a fast moving train with no […]

Top Ten Reasons I am Purchasing an Indexed Annuity

{October 17th, 2012} by Sheryl J. Moore

Ever wonder why someone would want to purchase an indexed annuity while caps hover the 3.00% range? How about why a prospect would choose to “lock” themselves into a product, while the industry faces historical-low interest rates? Join NAFA and Sheryl J. Moore, as the indexed annuity expert discusses why she is about to purchase […]

The Latest on the 70/10 Rule

{September 26th, 2012} by Sheryl J. Moore

We are receiving an insurmountable number of calls regarding the announcement of Ohio’s pending adoption of the 70/10 Rule (often referred to as the 10/10). In response, I wanted to update everyone on this anti-competitive regulation that has been adopted (in some form) or put on the table by more than one-out-of-four states in our nation. This is regulation […]

AWESOME Statistics and Facts on Retirement and Life Insurance

{September 26th, 2012} by Sheryl J. Moore

Just read this week’s Investment News, and came across some fabulous data that I thought could benefit you all. 1. Key findings of ING U.S. via a survey conducted in July by Praxis Research Partners: – 51% of uninsured Americans consider life insurance to be an expense that they cannot afford – One out of […]

Second Quarter 2012 Indexed Insurance Sales

{August 22nd, 2012} by Sheryl J. Moore

Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 2nd Quarter 2012 shows second quarter 2012 indexed annuity sales were $8719 million compared with sales of $8071 million for the previous quarter. Second quarter sales were up more than 8% when compared with the previous quarter and up nearly 6% when compared with the same period […]

An Introduction to Indexed Annuities- Risk vs. Reward

{August 22nd, 2012} by Brokers Alliance

Click here to watch the video.

An Introduction to Indexed Annuities- Crediting Methods

{August 22nd, 2012} by Brokers Alliance

Click here to watch the video.

An Introduction to Indexed Annuities- Policy Provisions, Part II

{August 22nd, 2012} by Brokers Alliance

Click here to watch the video.

An Introduction to Indexed Annuities- Policy Provisions

{August 22nd, 2012} by Brokers Alliance

Click here to watch the video.

An Introduction to Fixed Indexed Annuities- Indices

{August 21st, 2012} by Brokers Alliance

Click here to watch the video.

Interested in working with a great group of annuity pros in the Atlanta area?

{August 15th, 2012} by Sheryl J. Moore

Have I got the career for you! I have a boutique FMO in ATL who is looking for a qualified annuity marketing professional. Call me with any questions! (or just see here, and give them a ring!) http://tarkentonfinancial.com/contact-us/open-positions.html sjm

Guggenheim Vying for Some or All of Aviva USA

{August 13th, 2012} by Sheryl J. Moore

To read the article, click here: http://www.cnbc.com/id/48641419/Guggenheim_Life_well_placed_to_buy_Aviva_USA_report.

Is Fidelity Investments on a Mission to Deceive Indexed Annuity Prospects and Policyholders?

{August 7th, 2012} by Sheryl J. Moore

In the past week, I have received two reports of representatives from Fidelity Investments aggressively bad-mouthing indexed annuities to purchasers and/or prospects of these “safe money” products. This cannot be a coincidence. These two different insurance agents did business on opposite sides of the country. They both told me that their clients felt “strong-armed.” The Fidelity Investments representatives were reportedly very aggressive, merely […]

My Colleagues at Insurance Insight Group Need a Sales Trainer for Life Insurance and Annuities- You Interested?

{August 3rd, 2012} by Mark Stone, Insurance Insight Group

Sales Trainer – Life Insurance and Annuities Who We Are: We are creative, experienced insurance marketing people who help insurance companies and insurance wholesalers (also known as insurance marketing organizations) improve their recruiting, training, sales, and marketing strategies.   Where You’ll Work: Anywhere you want! We are a completely virtual organization with employees in six […]

WOMAN Fall Forum

{July 24th, 2012} by Sheryl J. Moore

Join independent female financial professionals from across the country to network, learn, and share on October 15-17, in Panora, Iowa. At the 2012 WOMAN™ Fall Forum you can: Learn how to better market yourself and your practice with marketing and sales ideas from some of the top female producers in the country. Gain new insights […]

Aviva mum on possible sale of U.S. insurance unit

{July 5th, 2012} by Victor Epstein

8:26 AM, Jul 5, 2012 | by Victor Epstein | Aviva Plc made virtually no mention of the future of its U.S. insurance unit, which employs about 1,400 people in the Des Moines area, during a presentation to analysts in London Thursday morning. The stressed insurance giant is trying to sell 16 non-core business units […]

Wendy Waugaman's Passing

{June 19th, 2012} by Sheryl J. Moore

The following message was sent by David J. Noble, Founder and Executive Chariman of American Equity Investment Life on June 19, 2012: “It is with great sadness that I must inform you that American Equity has lost a special friend and significant team member. Wendy Waugaman has been fighting a long and courageous battle with […]

Nick Gerhart named new Iowa Insurance Commissioner

{June 15th, 2012} by N/A

June 14, 2012 Gov. Terry E. Branstad today named Nick Gerhart as the new Iowa Insurance Commissioner. Gerhart will begin work within the department this fall, and will fully assume responsibilities from current director Susan Voss at the end of this calendar year. “I want to thank Susan Voss for her great service to the […]

First Quarter 2012 Indexed Insurance Sales

{May 21st, 2012} by Sheryl J. Moore

Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 1st Quarter 2012 shows first quarter 2012 indexed annuity sales were $8071 million, compared with sales of $7115 million for the first quarter of 2011. First quarter indexed annuity sales were down nearly 3.00% when compared with the previous quarter, and up nearly 14.00% when compared with […]

A Report of the Glenn Neasham Case that You Cannot Miss

{May 13th, 2012} by Sheryl J. Moore

For more than a decade, I have benefitted from a subscription to a journal called, The Insurance Forum.  The editor of this trusted publication, Dr. Joseph Belth, is an unrivaled insurance researcher and reporter, as well as a renowned Professor Emeritus of Insurance in the Kelley School of Business at Indiana University. If you want […]

Cool, Free Stuff for a Moment of Your Time

{April 18th, 2012} by Sheryl J. Moore

Hey there! I really need your help. I need to know all of the things that prospects look for in a financial services professional. I’ve never had to look for one (simply because I came out of the womb asking for blood, urine, and an MVR). For that reason, I could really use your perspective […]

A Sale of Aviva USA in the Near Future?

{April 12th, 2012} by Sheryl J. Moore

I was absolutely shocked this morning to see the headlines regarding Aviva PLC welcoming offers on it’s U.S. life insurance subsidiaries. I’m interested to hear what all of you think about this?  sjm

The Guy in the Glass

{April 11th, 2012} by Dale Wimbrow

by Dale Wimbrow, (c) 1934 When you get what you want in your struggle for pelf, And the world makes you King for a day, Then go to the mirror and look at yourself, And see what that guy has to say. For it isn’t your Father, or Mother, or Wife, Who judgement upon you […]

GREAT Statistic

{March 29th, 2012} by Sheryl J. Moore

According to Market Rates Insight, 18% of bank deposits were held in CDs as of December. This is down 31.1% in January 2007. Opportunities, anyone?  sjm

Join the Conversation on Glenn Neasham's California Case

{March 25th, 2012} by Sheryl J. Moore

Perhaps one of the most controversial cases to erupt in the insurance industry, the plight of Glenn Neasham is resounding with insurance agents all over the nation. If you haven’t contributed to the conversation, join over 20,000 others in what is quite possibly the most commented-on blog ever published at Producers Web. While you are […]

Fourth Quarter 2011 Indexed Insurance Sales

{March 14th, 2012} by Sheryl J. Moore

Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 4th Quarter 2011 shows fourth quarter 2011 indexed annuity sales were $8295 million, compared with sales of $8374 million for the fourth quarter of 2010. Fourth quarter indexed annuity sales were down nearly 5.00% when compared with the previous quarter, and down just under 1.00% when compared […]

We Need Help Growing Life Insurance Distribution

{February 5th, 2012} by Sheryl J. Moore

Most of you know that I am passionate about indexed life insurance and indexed annuities. However, I am passionate about insurance products in general. In fact, one of the things that I am MOST passionate about is growing our distribution! Not so long ago, life insurance and annuities were distributed via a career agent distribution. […]

Are you an annuity competitive intelligence analyst?

{January 25th, 2012} by Sheryl J. Moore

Have you ever thought to yourself, MY LIFE WOULD BE SO MUCH BETTER IF I LIVED IN: – Forbes’ #1 City for Best Places for Business and Careers – Forbes’ #1 by Best City for Young Professionals – U.S. News & World Report’s #1 Richest Metro in the Nation – Parenting Magazine’s #5 Best City for […]

Indexed Universal Life Products- Part 5

{January 14th, 2012} by Sheryl J. Moore

The last video about indexed life insurance products with Steve Savant, of Brokers Alliance, and Sheryl Moore. Indexed Universal Life – Part Five of Five  

Indexed Universal Life Products- Part 4

{January 14th, 2012} by Sheryl J. Moore

Yet another video about indexed life insurance products with Steve Savant, of Brokers Alliance, and Sheryl Moore. Indexed Universal Life – Part Four of Five

Indexed Universal Life Products- Part 3

{January 11th, 2012} by Sheryl J. Moore

Another video about indexed life insurance products with Steve Savant, of Brokers Alliance, and Sheryl Moore. Indexed Universal Life – Part Three of Five  

Indexed Universal Life Products- Part 2

{January 10th, 2012} by Sheryl J. Moore

Another  video about indexed life insurance products with Steve Savant, of Brokers Alliance, and Sheryl Moore. Indexed Universal Life – Part Two of Five- Indexed Insurance Products Series I Life  

Indexed Universal Life Products

{January 10th, 2012} by Sheryl J. Moore

A video about indexed life insurance products with Steve Savant, of Brokers Alliance, and Sheryl Moore. Indexed Universal Life – Part One of Five- Indexed Insurance Products Series I Life  

Term Life Insurance Is NOT Enough

{January 8th, 2012} by Sheryl J. Moore

In my travels, I have had the opportunity to visit with hundreds of thousands of people that I don’t know in the slightest. In my interactions with these inquisitive strangers, one misconception about life insurance is not only prominent, but particularly disturbing. TERM LIFE INSURANCE IS NOT ENOUGH! Although the MIB cites that one-third of all Americans have […]

What Would You Do?

{December 4th, 2011} by Sheryl J. Moore

If you could be Sheryl J. Moore for ONE day…what would you do? – Teach regulators about indexed life insurance and indexed annuities? – Write an article about life insurance and annuities, in order to educate insurance agents? – Read a sample annuity contract? – Evaluate a life insurance specimen contract? – Crunch sales data and […]

Third Quarter 2011 Indexed Insurance Sales

{November 15th, 2011} by Sheryl J. Moore

Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 3rd Quarter 2011 shows third quarter 2011 indexed annuity sales were $8702 million, compared with sales of $8772 million for the third quarter of 2010. Third quarter indexed annuity sales were up over 5% when compared with the previous quarter, and down less than 1% when compared […]

Why are Indexed Life Caps So Much Higher Than Indexed Annuities'?

{November 11th, 2011} by Sheryl J. Moore

Number one question asked since historical-low interest rates have depressed indexed annuity caps: “Why are the caps on indexed life insurance products so much higher than those on indexed annuities?” Good question. Simple answer. Let us explore how insurance companies are able to make a profit on each of these products. On annuities, insurance companies […]

Guaranteed Income: A Silver Bullet for Annuities

{October 27th, 2011} by Daniel Williams

October 24, 2011 By Daniel Williams In many ways, annuities are under siege. If those who sell annuities or who market or produce them aren’t under fire by regulators, pushing for securitization of the product, then we see another battle brewing: the field getting even more competitive as banks and broker-dealers, among others, join the […]

currency