by Dbollinger | Nov 14, 2021 | Annuities
Do you have clients nearing retirement who are calculating their anticipated income need? While there are many time-tested strategies available to help clients save for their retirement goals, there are still many unknowns that may weigh heavy on even the best-made...
by Dbollinger | Nov 8, 2021 | Life
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
by Dbollinger | Oct 18, 2021 | Annuities, Uncategorized
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
by Dbollinger | Sep 8, 2021 | Annuities
A New Core for Retirement Savings? David Bollinger Annuity Sales Consultant For decades, a traditional 60/40 stock/bond portfolio strategy delivered strong results and helped retirement savers achieve their wealth-building and retirement-spending goals. In...
by Dbollinger | Aug 3, 2021 | Annuities
Annuity Sales Consultant A bull market is a market that is on the rise and where the economy is growing; while a bear market exists in an economy that is receding, where most stocks are declining in value. A bear market can be more dangerous to invest in, as...
