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Advantage
Compendium, Ltd led by Jack Marrion, provides research and consulting services to
select financial companies
in all aspects of annuities. They publish the Index Compendium monthly
newsletter and the Advantage Compendium quarterly annuity future
analysis.
Research from Advantage Compendium has been
featured in hundreds of publications including
Best’s Review, Broker World, Business Week, CBS Reports, Christian
Science Monitor, Kiplinger, Money, The National Underwriter, Smart Money, Chicago
Tribune, Los Angeles Times, The Washington Post and The Wall
Street Journal.
The Advantage Compendium neither markets nor endorses
any financial product.
For Information Contact
webmaster at indexannuity.org
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Our New Phone Number Is 314-255-6531
Range
of 2011 FIA Returns
Index Annuity Surrenders
Sharply Down
Based on data from carriers representing 80% of industry sales, a new
study published by Ruark
Consulting finds that surrenders of index annuity contracts
declined significantly from 2006 to 2010. Ruark believes this to be due to
less competitive alternatives, use of GLWBs and greater suitability
standards. The Ruark study confirms predictions made by Advantage
Compendium in 2008 that annuity exchanges would decline due to annuity
lifetime benefits and tightened compliance.
The
Book Index Annuities: A Suitable Approach is available
Jack Marrion's book Change Buyer Behavior And Sell
More Annuities was written to help producers do one thing
- close more annuity sales. The book does this by covering what is missing in almost
all annuity sales literature – the
real behavioral reasons why the sale does or does not happen and what you
can do to make the sale.
Read
An Independent Review
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You may make or print one copy of any material for personal use, further
copying or distributing is prohibited without prior written permission.
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Last Update:
2/01/12
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