Great Plains Annuity & Life Marketing Blog

We have B I G plans for 2016. As we refine our sales tools and develop marketing pieces, we also plan to offer several webinars a month for our agents. Some webinars will be hosted by our company principal, Rich Hellerich, while others will have guest panelists speaking about a particular service provided specifically for agents actively appointed with Great Plains Annuity & Life Marketing. Check out a few we've hosted so far this year and stay tuned to future email notifications regarding upcoming webinar presentations! Originally presented 1/12/16... Originally presented 1/19/16...

We offer annuity and life insurance professionals the opportunity to partner with our experienced Annuity and Life Marketing Specialists. They can help you find the best guaranteed fixed annuity or life insurance solutions to recommend to your clients, provide real marketing support and deliver the sales assistance to impact your success. Take advantage of our 250+ years of industry experience and multiple sales tools, ideas and connections with industry vendors to make 2016 your best year yet. IncomePLUS Help your clients create a reliable retirement income AND preserve their financial assets with Income PLUS ! Great Plains Annuity and Life Marketing is pleased to introduce our new tool to help you better serve clients concerned about creating a retirement paycheck without exhausting their savings. Income PLUS is defined as "Income" and the acronym PLUS, which stands for P referred L addering U tilization S trategy. GPALM can now help contracted pr...

  Why Great Plains? Great Plains Annuity and Life Marketing is 100% independently owned . From our inception, we have been concerned with the industry trend of once-independent annuity and life brokerage firms becoming owned wholly or in part by insurance carriers or entities with specific sales agendas. We believe producers, and their clients, are best served when the sales process focuses on their needs and not the marketing organization’s ownership. Our case development and sales specialists transparently reflect this attitude: we want the advisor and their client to utilize the product and underwriting carrier that best fits their needs and goals, not ours. We offer insurance and annuity advisors access to more than 60 annuity and life insurance carriers and hundreds of products. Our success is measured in helping producers better serve their clients with the best concepts, strategies and products available in the marketplace today. While we are a resource fo...

We’ve added more horsepower to our Income Rider Comparison Worksheet along with new tools to better serve you and your clients’ retirement planning and lifetime income needs. We’ve helped agents find and place Millions of FIA production using our Income PLUS Income Rider Comparison Worksheet. Our new tools include:  Expanded Income Rider Comparison Tools New Financial Calculator New RMD Calculator New Stretch Annuity/IRA Calculator New Annuity/Life Arbitrage Worksheets Improved Income Laddering Display  We’ve helped agents save thousands of hours researching FIA income solutions with Income PLUS . Your biggest advantage is our team of veteran Annuity Marketing Specialists who can quickly assist you with case development, product review, company illustrations and help you educate your clients regarding their planning options. Call today and learn how Income PLUS and your Great Plains Marketing Specialist can increase your pr...

The best concepts are the ones that have been around for a long time. This tends to lend credibility to the concept, standing up to the test of time. Life-Annuity Arbitrage is not brand new by any means, but is a concept that most forget is in their repertoire. We have developed a one page presentation to help explain the concept to your client. The Life-Annuity Arbitrage is a versatile concept that can be used in many different scenarios. Substituting interest only income from a CD or Fixed Annuity, maximizing the amount of money left to beneficiaries from a stale asset, or efficiently funding for estate planning needs. Knowing where and when to apply this concept is where we excel! The basic Arbitrage is where you put a lump sum of cash into a life only Single Premium Immediate Annuity, purchase a Life Insurance policy to replace the initial lump sum at death, using the payments from the SPIA to pay the premiums for the Life Insurance and provide a lifetime income for yo...

Great Plains Annuity & Life Marketing is proud to launch our new and improved website ! With an updated look, our new site is designed to be your one-stop shop for all of your annuity and life insurance needs. Here you will find everything you need to be successful... Product Information Rate Changes Carrier Updates Industry-related Marketing Tools Carrier and GPALM Incentives Take a look around and don't forget to join our mailing list and like us on Facebook so you always receive the latest updates from Great Plains! How can we help you today?

It's that time of year again and I wanted to share a few Required Minimum Distribution reminders of which you should be aware: With the new Qualified Longevity Annuity Contract (QLAC) rules passed this year clients can now defer RMD's on up to 25% or $125,000 of qualified funds to age 85. Many clients, agents, and companies are not aware that when calculating RMD's there is an exception to using the Uniform table that can significantly decrease a client's RMD.  In most circumstances RMD's from qualified accounts should be based on the uniform table .   However, there is an exception you should know....   If the sole beneficiary of the IRA holder is a spouse 10 years or younger than the IRA holder, they can use the Joint Life & Last Survivor table. Again, this only applies if the spouse is the only primary beneficiary. If there is any other primary beneficiary (like a child), use the uniform table. IRA holders could use the uniform ...