Indexed Annuity Sales Increase in 2009 - Over $234 billion in Annuities Issued!

In a recent study by LIMRA, over $24.9 billion in indexed annuities were issued in 2009, an increase of over 9% from 2008. In the same study, variable annuity sales were also up over the last 6 months of 2009, up enough to erase sales loss from earlier in the year.

A theory known as the "herding effect" can be used here with potential clients by sharing this information with them: in 2009 there was a total $234.9 billion issued in individual annuities!! An insured way of protecting their retirement assets. Share this with your clients in every appointment and they will automatically feel more comfortable with the indexed annuity purchase.

Thank you for the phenomenal month of business in February! If you ever need anything for your business, never hesitate to call.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

Alarming Article from CNN Money - Bank Failure Rate

This week I ran into an article on CNNMoney.com that talks about how one in every 11 banks is at risk of failing. There are over 700 banks on the FDIC watch list today! That's the highest number since 1993!! The number has been growing since the recession started. As the article states, the list was at only 76 in 2007.

For a complete copy of the article, and also to hear FDIC Chairman Sheila Blair speak on why more banks will fail in 2010 Click Here.

Now is the time to provide your clients with safe and insured assets.
February is proving to be the biggest month of the year - thank you for all the hard work.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

Good Read - Investors Keep Fooling Themselves

A good article came across my desk yesterday that I wanted to share. The last 3 paragraphs are great, and definitely stress the importance of being an honest advisor.

Investors are looking to get higher than average returns, and in some cases, advisors might be over-promising on their ability to get those returns in the stock markets. The article mentions that some clients hope to make a 22% return each and every year in the stock market!! To get your copy of the article Click Here.

Make it a great week. Remember that your clients need your advice now, more than ever.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

2010 Tax Summary Now Available!!

The Allianz 2010 Tax Summary is now available!!! Keep up to date with tax standards and rules for this year by clicking Here.

January has started off strong, and we're on pace for a record year! Thank you for all your hard work and dedication to Advisors Excel. Let's talk soon on how to increase your business for 2010! Your hard work now guarantees your success this year and beyond.

Stay focused.
MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

Retiree Annuities May Be Promoted by Obama Aides

I ran across a great positive annuity article this week in at Businessweek.com. It covers how the government is finding ways to encourage retirees to put their IRA's and 401(k)'s into safe money annuities, especially after significant market losses.

The article also mentioned how only 2% of IRA's and 401(k)'s are transferred into an anniuity. Think about the potential there to grow your business in 2010! For a copy of the article, please click Here.

Thank you for the tremendous start to 2010.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

Great Article from Senior Market Advisor

If you haven't seen it yet - check out this article in Senior Market Advior:
http://www.seniormarketadvisor.com/Exclusives/2009/12/Pages/Nine-annuity-misapprehensions.aspx

The article covers the top 9 annuity misconceptions and misapprehension, and how some of your clients might not be acting on an opportunity out of fear alone.

I hope you have a great holiday season - you definitely deserve it. Thank you for our success together in 2009. It was an unprecedented year and one that made all of us stronger.
Heading into 2010, there is no doubt it is poised as a “breakout” year. Everyone has refined business practices, solidified sales models and is poised for a huge year. We’re thrilled to share 2010 with you.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

What's Next for Bonds?

This week I received an interesting article put together by an RIA firm out of Florida regarding the current bond market and what it may look like in the near future.

The first sentence of the article really caught my attention, it says:
"At some stage, interest rates and inflation will rise. When they do, recent bond price appreciation will be reversed and many investors may be surprised at how much money can be lost in a bond."

The article goes on to talk about current factors that will affect future bond pricing including unemployment, bond fund demand, gross domestic production and inflation. For your copy of this thought-provoking article, contact me.

Make it a great week - as always your hard work is truly appreciated.
MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com