Balancing Risk and Reward

David Bollinger Annuity Sales Consultant When choosing the most appropriate solution for a client’s retirement, one of the most important things to know about your client is their level of risk tolerance.  If your client has low risk tolerance, this typically...

Is it Time to get off the Roller Coaster?

With the markets seeing multiple historic losses in just a few days, is it time to move a portion of your client’s funds to a safer position?  Clients need stability and guarantees in their portfolio to provide an income stream they know they can rely on.  Recent...