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Recent
Projects
Decreased outgoing annuity exchanges with training program
Hypothetical modeling of different crediting
methods in low yield market
Issued report on annuity products comparison and analysis
Taught how to increase sales with behavioral
training
Helped in annuity product design
Completed report comparing VA and FIA lifetime
withdrawal benefits
Identified new market niches for annuities
Created consumer and agent education materials on
using annuities in retirement
Coached a carrier president on the risks and opportunities
in the annuity marketplace
Research
Practice Areas
Consumer
Behavioral Economics
The real reason why consumers make financial decisions and how products
and presentations need to reflect this.
Issues In Senior
Decision Making
How aging and behavioral bias affect the decision-making process and what
can be done.
Annuity Market
Analysis
Ranging from gathering actual historic returns of fixed & index
annuities to consumer complaint trends to long-term segmented sales
results.
Competitor &
Market Channel Research
Analyzing product drift, whether product revolution or evolution, and
marketing company demographics.
Retirement Income
Product & Rider Analysis and Creation
Current reports on players and products with lifetime income withdrawal
benefits as well as creating and developing new retirement income product
designs from a bahavioral finance approach.
Insurance
Management & Organizational Consulting
Coaching and counsel specifically for annuity carriers and distributors |
What
We Offer
Current Speech
Topics
Never dry, always topical presentations designed for marketing staff and
retail representatives to increase both understanding and sales given by
one of industry's premier speakers. Read more
Writing
Our writings range from academic papers to books, periodicals and studies
that are connected with the annuity world. Read more
Consulting
Offering a unique economic behavioral approach to improving organizational
decision-making, customer stickiness and long-term profitability. |
Affiliated
Web Sites
www.safemoneyplaces.com
www.indexannuity.org
www.annuityreg.com
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