Balancing Risk and Reward

David Bollinger Annuity Sales Consultant When choosing the most appropriate solution for a client’s retirement, one of the most important things to know about your client is their level of risk tolerance.  If your client has low risk tolerance, this typically...

The Cost of Waiting

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...

Protected Accumulation from Wholehan Marketing

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...

Covid 19 and Retirement

Chris RussenAnnuity Consultant It goes without saying that COVID-19 has changed many facets of our world. We have all had to adjust and evolve the way we conduct our lives. One specific area that has seen perhaps the most volatility is in the financial sector....