Research Articles & References

As Consultants to Independent Agents and Financial Planners, we encourage our agent force to fully understand the basics and the more complicated issues surrounding annuities. We believe the following information will help increase your sales and level of knowledge in the annuity marketplace. Please click on the subjects that interest you.

• American National Insurance Company’s New Stretch IRA Concept
• Annuity Product Appendix
• Annuity Taxation Tip
• Five Answers Every Advisor Needs to Know About Annuities
• Income Fact Finder
• Retirement Plans by North American Life
• RMD Tables
• Multi-Generational Distribution Options by North American Life
• Tax Reference Sheet
• Top 5 Reasons Ken Fisher Loves Annuities
• Social Security Filing Strategies At A Glance

Disclosure

Some of these materials on this page are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by American Brokerage Services, Inc. It is given for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.