We are 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 Service Specialist, please contact Victoria Peterson at (515) 262-2623 or victoria[at]annuityspecs.com. We look forward to hearing from you! SUMMARY: The Service Specialist serves [...]
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Latest Sheryl's Articles
In the indexed annuity capital of the world (also known as Des Moines, Iowa), we’re not subject to many natural disasters. Given that Iowa is smack-dab in the center of the United States, we don’t experience many earthquakes. We have never gone through the devastation of a cyclone, although tornados [...]
Latest Industry Articles
Many financial professionals shy away from social media because of compliance concerns. However, having a Facebook page doesn’t mean you have to talk about financial products. In fact, a more valuable approach could be to start by knowing your audience and offering information your clients can use in their daily [...]
Latest Negative Media
PDF for NAFA’s response to Meiselman, Denlea, Packman, Carton, & Eberz P.C. Click here to read NAFA’s response to Meiselman, Denlea, Packman, Carton, & Eberz P.C.: http://nafa.com/2012/04/18/nafa-responds-to-indexed-annuities-may-be-risky-investments%E2%80%9D/ Dear Mr. Denlea, At the National Association for Fixed Annuities (NAFA), we recognize that the California indexed annuity case referenced in your blog [...]
Latest Positive Media
A few days ago I had a prospective client, Richard, come in to my office to discuss his retirement plans. He had no idea what he needed to do to make his retirement a reality. Almost everyone out there dreams about the last years of their life being relaxing and [...]
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