by Chris Russen | Jun 10, 2020 | Annuities
Chris RussenAnnuity ConsultantWholehan Marketing COVID-19 has changed life as we know it, including the way we conduct insurance business. In response to the economic environment, many carriers have lowered payout riders and premium bonuses, and some have lowered...
by Chris Russen | May 18, 2020 | Annuities
Chris RussenAnnuity Sales Consultant Partial Roth conversions can be a tool to create tax diversification in your client’s retirement income or legacy planning. By setting up a plan with pre-tax funds in the right tax environment, this can allow your clients to pay...
