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...
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...
by Tim Beauregard | Mar 3, 2021 | Annuities
Tim Beauregard Regional VP-South After a record year for low interest rates, you are probably telling clients to wait until rates increase. Even in a low interest-rate environment, an annuity can be a good choice for clients. Of course, the higher the rate, the...
by Tim Beauregard | Feb 8, 2021 | Annuities
Tim Beauregard, Regional VP – South Fixed index annuities offer a protected accumulation solution for your clients who want to protect their retirement savings from market downturns while having more growth potential than what traditional fixed income assets are...
by Tim Beauregard | Nov 16, 2020 | Annuities
Tim BeauregardVP Annuity Sales We offer fixed index annuities to protect client assets from loss and for the potential for index-based earnings above what can be found in other safe money places. Over the years fixed index annuities have proven this value proposition...
