The Great Wealth Transfer Continues!

Chris Wholehan, President Wholehan Marketing For the last 5 years there have been numerous articles written about the “Great Wealth Transfer” that is currently underway.  In summary, this tag line refers to the $84 Trillion dollars that will be transferring from...

Understanding RILAs and Their Competition

Annuity Sales Consultant Registered index-linked annuities (RILAs) are a newer type of retirement product that blends features of both fixed index annuities and variable annuities, offering a middle ground between safety and growth potential. Like variable annuities,...

The Importance of Proper Retirement Planning

Annuity Sales Consultant Retirement isn’t a one-time event; it’s an evolving journey that requires a clear vision and a flexible strategy. During a recent NAFA webinar, Tamiko Toland, founder of IncomePath, emphasized that the foundation of successful retirement...

June is Annuity Awareness Month

Tim Beauregard VP-South Every June, financial professionals, insurance companies, and advocacy groups across the United States observe Annuity Awareness Month. The initiative was established to educate consumers about annuities and their role in retirement planning....