Industry Articles

December 5, 2018
  • The ABCs of Structured Annuities
    These are for clients who want some downside protection, and some upside participation. Read more.
  • Family Caregivers Are Getting Younger: Genworth
    Challenges include stress, and depression. Read more.
  • Respect, Trust and the Growing Senior Market
    Your prospects need to understand why what you’re doing matters. Read more.

Industry Articles

November 14, 2018
  • The Value of Prospects Who Don’t Close
    Sometimes, the best prospects are the ones who, originally, got away. Read more.
  • Worry of Waning Retirement Income Big Reason for Annuity Purchases: Study
    LIMRA says younger workers are more skeptical about Social Security. Read more.

Industry Articles

October 3, 2018
  • What You Think About the Value of Life Is All Wrong
    Researchers show why your clients like high-tech cures better than they like exercising and eating right. Read more.
  • How to Help Retirees Pick the Right Life Insurance: Hidden Value
    For something different: Here’s an article by a planner who thinks some clients should refrain from buying life insurance. Read more.
  • Covering the Bases With Life Insurance and College Funding
    For families that understand how FIUL works, it can be a great college funding tool. Read more.
  • What Policymakers Don’t Get About Couples Who Retire Together
    Sometimes, economists point out, husbands and wives have different needs and ideas. Read more.
  • 4 Ways Wellness Can Cost Annuity Clients a Fortune
    People who control their health risks need to plan for extra years of life. Read more.
  • Making Sense of Long-Term Care Planning
    If you’re new to this, here’s a place to start. Read more.
  • Top 10 Most Puzzling Financial Terms for Americans
    It may be shocking that only 16% of Americans have a high level of financial literacy. Read more.

Industry Articles

August 27, 2018
  • Sorry, No Room for Your Mom
    There’s one little problem with your clients’ LTC plans: LTC services providers are in decline. Read more.
  • 529 Plans vs. Roth IRAs: Which Is Better for College Savings?
    Mark Kantrowitz, publisher of Savingforcollege.com, explains the differences, but in most cases the winner is clear. Read more.
  • New Tax Deduction Might Favor Life Agents Over Retirement Advisors
    The IRS is definitely leaning toward lumping actuaries together with actors, doctors and other fancy professionals. Read more.

Industry Articles

July 5, 2018
  • 5 Benefits Trends on Prudential’s Radar Now
    Financial wellness is a thing. But…how do you measure that? Read more.
  • Hannover Re Backs OneAmerica Life-Based LTC Product
    A Hannover Re executive says his company likes OneAmerica’s experience in the LTC hybrid market. Read more.
  • Some Advisors Call for Early Long-Term Care Planning
    Half of a large bank’s high-net-worth advisors start LTC talks when the client relationship starts. Read more.

Industry Articles

June 27, 2018

How to Talk About Long-Term Care Planning Now
Here are some phrases you can use to persuade listeners to notice the train that’s coming at them. Read more.


I-Pipeline – American National is terminating the agreement to support the i-Go e-platform with i-Pipeline

June 4, 2018

Special Message:  I-Pipeline – American National is terminating the agreement to support the i-Go e-platform with i-Pipeline including – illustrations effective June 30th.  Please move your e-app life submissions to our Expert App platform for fast, easy and efficient processing.  Here’s a You Tube training video walkthrough of our Expert App: https://img.anicoweb.com/wps/portal/img/home/expertoffice/quicklinks/expertoffice_training

Click this link for Easy Access to all of American National’s Forms (no password necessary):  https://img.anicoweb.com/wps/portal/img/home/expertoffice/quicklinks/expertforms