Entries by Lauren

Leave A Lasting Legacy with an Inherited IRA

Establishing an Individual Retirement Account (IRA) is a great way to build retirement assets and being able to designate beneficiaries simplifies the issue of passing it on after death. However, a lot can happen once it is passed on to the primary beneficiary (usually the spouse) and beyond to contingent beneficiaries (the children) that can […]

Ladenburg Thalmann Annuity Insurance Services LLC Hires Paul J. Fulena as Sales Vice President

Ladenburg Thalmann Annuity Insurance Services LLC (LTAIS) a subsidiary of Ladenburg Thalmann Financial Services Inc., announced today that Paul J. Fulena has joined the company as Sales Vice President. In this position, Mr. Fulena will be responsible for annuity distribution in the western U.S., working closely with independent producers, national institutions, and broker-dealers. “We are […]

Ladenburg Thalmann Annuity Insurance Services LLC Hires Kurt C. Fiedler as Sales Vice President

October 20, 2017 MIAMI—Ladenburg Thalmann Annuity Insurance Services LLC (LTAIS) a subsidiary of Ladenburg Thalmann Financial Services Inc., announced today that Kurt C. Fiedler has joined the company as Sales Vice President.  With more than 12 years of experience in the financial services industry, Mr. Fiedler specializes in wealth accumulation and distribution using life insurance […]

Ladenburg Thalmann Annuity Insurance Services LLC Hires Tonio D. Fulena as Sales Vice President

September 20, 2017 MIAMI– Ladenburg Thalmann Annuity Insurance Services LLC (LTAIS) a subsidiary of Ladenburg Thalmann Financial Services Inc., announced today that Tonio D. Fulena has joined the company as Sales Vice President. In this position, Mr. Fulena will be responsible for annuity distribution in the western U.S., working closely with independent producers, national institutions, […]

The Importance of Smart Annuity Marketing for Your Practice

According to the most recent sales reports from LIMRA, annuities have had an impressive showing over the last several years. The sale of indexed annuities, one of the more popular long-term savings products lately, has now seen eight straight years of growth. Annuities have long been a popular asset among those with the need for a reliable […]

Educate Your Clients on Annuities as a Wealth Transfer Tool

As a financial producer, you’re aware that one of the main concerns of your clients is how to efficiently and responsibly pass on their wealth, whether it’s to younger siblings, children or even grandchildren. While there are numerous ways your clients can leave inheritances, certain methods create more burdens than your clients would prefer. For […]

Mark Schubert, CRPC®, Joins Ladenburg Thalmann Annuity Insurance Services (LTAIS) as Chief Sales Officer

(Birmingham, AL, June 8, 2017) – Ladenburg Thalmann Annuity Insurance Services LLC (LTAIS) a subsidiary of Ladenburg Thalmann Financial Services Inc. announced today that Mark Schubert, CRPC®, has joined the company as Chief Sales Officer. Mr. Schubert provides leadership and direction for sales and marketing operations at LTAIS. This includes designing strategies for sustainable revenue […]

Demand for Annuities Grow

Based on data released by LIMRA regarding life insurance sales in 2016, the market for annuities is particularly hot. Increased annuity sales demonstrate that consumers are more conscious of how life insurance products can factor into their retirement planning strategy, but there are still signs that financial professionals need to market certain products more aggressively. […]

Launch of Ladenburg Thalmann Annuity Insurance Services LLC

Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS; LTS PrA) today announced the launch of a new wholly-owned subsidiary, Ladenburg Thalmann Annuity Insurance Services LLC (LTAIS). The new company will provide marketing strategies, product expertise, and back-office processing for fixed and equity-indexed annuities. “Our new, comprehensive platform gives advisors access to annuities from a range […]

Help Clients Explore their Annuity Options

Increased life expectancy is forcing people to reconsider their retirement planning strategies. The simple math is: The longer a person lives, the more money they’ll need to secure a comfortable post-work lifestyle. This explains why annuities have become a popular topic as of late. Clients who own annuities are more confident Meanwhile, the men and […]