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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...

Why You Might Want to ‘Refresh’ Your Annuity

by David Bollinger | Mar 10, 2025 | Annuities

Annuity Sales Consultant Annuities are often seen as set-it-and-forget-it investments, offering retirees a reliable income stream without the risks of more volatile investments. However, even if you’re client is happy with their current annuity, it might be...
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Recent Posts

  • Surprising Statistics during Life Insurance Awareness Month!
  • Annuitization vs. Income Riders: Helping Clients Make the Right Retirement Income Decision
  • The Great Wealth Transfer Continues!
  • Understanding RILAs and Their Competition
  • How Volatility Control Indices Work in Fixed Indexed Annuities

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