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New American Equity Fixed Index Annuity Offers a Next Generation Crediting Strategy to Drive Growth Opportunities

by Tim Beauregard | Dec 8, 2021 | Annuities

FlexShield 10 single premium fixed index annuity provides opportunities for aggressive accumulation   Regional VP-South Every retirement is different, with different financial goals and needs. Still, many of today’s retirees’ objectives are the same, asset...

Clients Second Guess Retirement on Inflation, Tax & Market Correction Fears

by Tim Beauregard | Nov 1, 2021 | Annuities

Tim Beauregard, CFP® RVP-South According to Financial Planning’s latest Retirement Advisor Confidence Index, a monthly barometer of business conditions for wealth managers, clients are nervous about their retirement situation due to concerns about market valuation,...

Will Your Clients’ Retirement Income Take a “HIT”? The Need for Increasing Income

by Tim Beauregard | Sep 26, 2021 | Annuities

Regional VP-South Do you have clients concerned about rising costs in retirement? According to a recent study 86% of respondents said they are interested in a financial product that not only provided guaranteed income in retirement but also the opportunity for income...

Best Interest Standard NAIC Model #275 – Changes Ohio & Michigan

by Tim Beauregard | Jul 19, 2021 | Annuities

Regional VP-South Effective August 14, 2021 annuity sales in Ohio will require compliance with the new disclosure, documentation and training requirements based on changes to the NAIC’s Suitablity In Annuity Transaction Model Regulation. This took effect in Michigan...

Flexibility to Deal with The Unexpected

by Tim Beauregard | May 10, 2021 | Annuities, Fund Management, Uncategorized

Tim Beauregard Regional VP-South What if you could increase the growth potential of your client’s retirement savings while maintaining access to their money in case the unexpected happens? What if you could also give clients the benefit of an annuity without a big...
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