Meet Our Annuity Partners
PARTNERING FOR SUCCESS
THE THOMPSON AGENCY OFFERS YOU GREATER ACCESS TO ANNUITY RESOURCES & EXPERIENCE through Ann Arbor Annuity Exchange | 45 Research Drive, Ann Arbor, MI 48103 │ Fax 734.786.6101
Contact the AAAE team for...
♦ annuity product information ♦ illustrations & case design ♦ sales ideas ♦ suitability guidance ♦ and more!
Joining Ann Arbor Annuity Exchange in 2002, James has worked his way up to become their top sales marketer. As a Senior Marketing Consultant with AAAE, James has learned “Service Is King” in this business. “Every FMO/IMO has access to product and companies, but outperforming the competition in customer service is the key to earning an agent’s business and more importantly, in growing long-term relationships.” James helps agents understand there’s more to annuities than just recommending an appropriate product for the client. He believes the key to increasing sales is thinking outside the box and tries his best to educate his agents on concepts and products that will help them in their business.
Contact James today! 800.321.3924 x126 │ firstname.lastname@example.org
Abby joined Ann Arbor Annuity Exchange in 2006 after spending time on the creative side of sales and marketing. Quickly rising to become a Senior Marketing Consultant, Abby has built relationships with some of the top producers in the industry.Abby strives to go above and beyond to make sure agents are receiving the highest level of support possible. Knowing that every marketing organization can offer product, she helps producers realize their next level of success by building trusted relationships and recommending a unique set of business-building tools and strategies.
Contact Abby today! 800.321.3924 x132 │ email@example.com
Ann Arbor Annuity Exchange is an industry-leading marketing organization and wholesale distributor of traditional fixed annuities, fixed index annuities, life insurance, and long term care insurance, serving independent financial professionals nationally. Ann Arbor Annuity Exchange (AAAE) │ 45 Research Drive, Ann Arbor, MI 48103 │ Fax 734.786.6101 AAAE and Thompson Agency are not affiliated.
AE912 For Financial Professional use only. Not for use with the general public.
Tax Deferred Annuities vs. Bank CDs
Who do you know with money tied up in CD’s?
Depending upon your client’s financial situation and investment
objectives, tax deferred annuities might be a great alternative to CD’s.
Consider the following Features and Benefits...
|Product Feature/Benefit||Fixed Tax Deferred
|Safety of Principal||YES||YES|
|Penalty Free Withdrawal||POSSIBLY*||NO|
|Automatically Avoids Probate||YES**||NO|
|Taxable Impact on Social Security Benefits||NO||YES|
|Possible Protection from Creditors||YES***||NO|
|Penalty Free Access to Money if Confined to Nursing Home||YES****||NO|
|Guaranteed Lifetime Income with Tax Advantages||YES||NO|
|Transaction Costs or Fees||NO||NO|
*Most Annuity contracts offer free withdrawals of up to 10% each year.
**With appropriate beneficiary designations.
***In many states annuities and life insurance are protected from the claims of creditors. (Consult with a legal professional in your state for details).
****Many contracts waive surrender charges for nursing home confinement. (State & Age Restrictions)