by Chris Wholehan | Jun 7, 2023 | Annuities
Chris Wholehan, President Wholehan Marketing In case you haven’t heard, the Fixed and Fixed Indexed Annuity market is off to a record start for 2023. A recently published article by Wink, Inc. reported the first quarter sales of all deferred annuities were up 41.9%...
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 Dbollinger | May 2, 2023 | Annuities
David Bollinger Annuity Sales Consultant Annuity sales hit a record last year, eclipsing sales during the 2008 financial crisis amid fear and higher rates. Boosted by massive pension risk transfer transactions and strong sales of fixed annuities, total direct annuity...
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 | 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...
by Dbollinger | May 9, 2022 | Annuities
David Bollinger Annuity Sales Consultant Over the First Quarter, according to the preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey, total U.S. annuity sales increased 4% to $63.6 billion, with fixed products benefiting from...
