The Swivel Blog
Insights for modern advisors
Practical playbooks, feature deep-dives, and industry insight for advisors who sell annuities and manage assets — built around the way you actually work.
Growth
Find Maturing Annuities Before Your Competitor Does
The hardest client to keep is the one you forgot to call. How to surface maturing contracts and ending surrender periods hiding in your own book.
Compliance
The Compliant Texting Playbook: A2P 10DLC, Explained for Advisors
Business texting in the US runs on rules personal texting doesn't. Registration, consent, and archiving — explained in plain English for advisors.
Seasonal
After Tax Day: Turning Tax-Time Questions Into Annuity Conversations
The clients thinking hardest about taxes and income right now are the ones who'd benefit most from an annuity conversation. How to reach them while the moment is hot.
Swivel Sync
Stop Logging Into 20 Carrier Portals
Hand-keying contract values from a dozen carrier sites isn't the job — it's what keeps you from doing the job. What data aggregation actually changes.
Playbook
Annual Review Season Without the Scramble
Turn review season into a repeatable system — templated workflows, a current one-page summary, a synced calendar, and follow-up that doesn't slip.
Strategy
The 2026 Advisor Tech Stack: Why Annuity Producers Are Consolidating Their Tools
A CRM, a texting app, an email tool, a dozen carrier logins, and a spreadsheet — the hidden cost of being the glue between your own tools.