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When Does It Make Sense to Roll Your Client’s 401(k) into an Annuity?

by David Bollinger | Oct 6, 2025 | Annuities

David Bollinger Annuity Sales Consultant As financial advisors, our goal is to help clients transition from wealth accumulation to income generation with confidence and clarity. One option that can support this goal is rolling over part or all of a 401(k) into a fixed...

Annuitization vs. Income Riders: Helping Clients Make the Right Retirement Income Decision

by David Bollinger | Aug 29, 2025 | Annuities

David Bollinger Annuity Sales Consultant For many retirees, the need for steady, predictable income drives most financial decisions. But not all clients are the same.  Some prioritize flexibility, access to funds, and the ability to adapt as life unfolds. That’s...

How Volatility Control Indices Work in Fixed Indexed Annuities

by David Bollinger | Jul 14, 2025 | Annuities

David Bollinger Annuity Sales Consultant Volatility control indices (VCIs) have become a core component of many modern fixed indexed annuities (FIAs). Designed to manage market risk and optimize crediting potential, these custom-built indices offer more stable,...
Innovation in Fixed Indexed Annuity Indices Amid a Changing Interest Rate Environment

Innovation in Fixed Indexed Annuity Indices Amid a Changing Interest Rate Environment

by David Bollinger | Jun 2, 2025 | Annuities, Uncategorized

David Bollinger Annuity Sales Consultant As interest rates shift and markets remain volatile, the Fixed Indexed Annuity (FIA) landscape is evolving quickly. Insurance carriers are introducing innovative crediting strategies and index designs to help clients capture...

Navigating Market Volatility with Confidence: The Role of FIAs

by David Bollinger | Apr 17, 2025 | Annuities

David Bollinger Annuity Sales Consultant For clients seeking stability, annuities continue to gain attention—and sales reflect that interest. In 2024, annuity sales hit $434.1 billion, up 13% year-over-year, according to LIMRA. Among the various options, fixed indexed...
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  • When Does It Make Sense to Roll Your Client’s 401(k) into an Annuity?
  • Selling Dollars for Pennies
  • Fed Rate Cut Signals Turning Point for Annuity Rates

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