by Tim Beauregard | Aug 28, 2023 | Annuities
Tim BeauregardRegional VP-South Three years after the National Association of Insurance Commissioners (NAIC) amended the Suitability in Annuity Transactions Model Regulation setting standards and procedures requiring agents and insurers to act in the best interest of...
by Tim Beauregard | May 10, 2023 | Annuities
Regional VP-South I came across an article by Roger Wohlner on Think Advisor this week that I thought was worth sharing. In his article titled, “Where Do Annuities Fit in Your Client’s Retirement Strategy?” Mr. Wohlner talks about how annuities can fit as part of a...
by Tim Beauregard | Feb 14, 2023 | Annuities
Tim Beauregard, CFP® RVP-South While bonds have traditionally provided a source of stability for portfolios, acting with little or no correlation with volatile stocks, they may be less effective going forward. Fixed-rate bond prices generally drop as rates rise, which...
by Tim Beauregard | Oct 25, 2022 | Uncategorized
Regional VP-South Kids are back in school, vacations are over, and September through November is back to business after what would normally have been a summer slowdown. However, this year has been the opposite. Market volatility in 2022 has reminded clients of market...
by Tim Beauregard | Jul 11, 2022 | Annuities
Regional VP-South Annuity rates are increasing with each fed rate increase after having bottomed out since 2009. The Federal Reserve slashed interest rates to rock-bottom levels early in the pandemic to prop up the U.S. economy. But high inflation has led the...
