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Understanding Social Security Planning with Athene | Selling Life & Annuities - YouTube
Channel: Gordon Marketing
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hey everybody it's randy pearson vice
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president of life and annuities for
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gordon marketing
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coming to you from our board marketing
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summit and life and annuity expo 2021.
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you know today we're very fortunate to
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have jerry larkin our rvp from athene
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and you know if you're an agent out
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there and you're interested
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in helping consumers that are
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approaching retirement with one of their
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most pressing needs and that is
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understanding social security and making
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those decisions
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you're going to want to stay tuned
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all right jerry so um we had a
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conversation not too long ago where you
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just where you mentioned to me that
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social security planning
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and assisting advisors and helping
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consumers in that space
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is going to become a focal point for a
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theme can you help agents understand
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you know what you're doing in that area
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absolutely super excited to be rolling
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out
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social security planning is on so many
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people's minds as we all know
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and maximizing social security benefits
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is an integral part
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of so many retirement plans it's going
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to be the primary income for so many
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people
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and people don't really understand how
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it works just the benefit
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of delaying payments from 62 to 70
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can be so beneficial and there's so many
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other claiming strategies
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so athene is embarking on a journey
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where we will be rolling out tools
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training and some other content to help
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advisors and producers
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incorporate social security planning
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into their clients
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overall retirement plans and super
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excited over the next few weeks and
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months to be really bringing that to the
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market
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you know i look having been a 35 year
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veteran in the business and talked to a
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lot of consumers over those years
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um those that i have had conversations
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with that are approaching retirement one
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of the things that
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always astounds me is you know they get
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to like 64 and a half
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and they suddenly realize wow you know i
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don't know anything about social
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security
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and they're completely oblivious right
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but hey segwaying to another topic
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i did hear recently that athene had some
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good news with regards to ratings
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you know we did super proud just this
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week hot off the presses the theme has
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been upgraded to
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a plus rating with s p and we continue
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to enjoy our a rating with fitch and
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ambest as well
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so excited that we're getting some
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recognition among the analysts
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in the market as well for the
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performance that athena's really
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delivered over the last few years
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very good you know um a little secret
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out there i'm actually an athene annuity
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policyholder well thanks for your
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business
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absolutely but i also heard that um you
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know the volume
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of annuity business going to athene has
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been steadily increasing over the last
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couple years good news in regard to that
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as well indeed indeed as a matter of
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fact uh 2020
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athene took over as the number one fixed
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index annuity carrier in the market
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and that was something we had been
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number one in the imo space but now
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across all channels
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athene was number one and continue to
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maintain that through first quarter so
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pretty proud of that pretty excited and
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well deserved well thanks sir thank you
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um athene has always had a fantastic
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product and and speaking of products
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certainly we can't do
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one of these videos without touching a
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bit on product i
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understand that the theme just recently
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rolled out or is in the process of
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rolling out a hot new product
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we did we did we launched the theme
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accumack 7
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which is a seven year point to point
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fixed indexed annuity
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and the whole point of yakimax 7 is
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really to get
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outsized upside potential so you think
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when you're locking in for seven years
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that could be a challenge but we
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actually have strength stability
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flexibility
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you have guaranteed participation rates
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for the seven year duration there's one
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year strategies included within that are
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also guaranteed for people planning
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withdrawals
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but when you look at the marketing
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material and see how outsized the upside
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potential versus a standard
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uh one year or two two-year
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point-to-point contract is it's pretty
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compelling wow
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fantastic well you know if you're an
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advisor out there kind of going full
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circle back to the social security topic
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if you're an agent and you agree with
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the thought that you know most consumers
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uh approaching retirement age have
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really no clue about social security
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you need to reach out to us you know we
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have and can get access to
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a theme for you marketing material
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and other tools to assist you in helping
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your clients uh make better and more
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well-informed decisions with regards to
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social security so
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make sure you reach out to myself or one
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of our marketers to do so
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jerry i want to thank you for
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participating in our on our sla video
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today
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i'd like to ask all those watching this
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video please do me a favor and click
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subscribe at the bottom of this video
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as well as the notification bell so that
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every tuesday when we roll out new
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content
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you'll be sure to be notified and you
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can and you can take a look
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you know every week we try to roll out
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fresh new content
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that can help you grow your business
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make more money and better assist your
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clients and their needs
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with that we're going to call this
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episode of selling life and annuities to
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end
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happy selling thank you very much
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