by David Bollinger | Oct 6, 2025 | Annuities
David Bollinger Annuity Sales Consultant As financial advisors, our goal is to help clients transition from wealth accumulation to income generation with confidence and clarity. One option that can support this goal is rolling over part or all of a 401(k) into a fixed...
by Jacob Noble | Sep 22, 2025 | Annuities
Jacob Noble – Annuity Sales Consultant On September 17th, 2025, the Federal Reserve voted to lower the federal funds rate by 25 basis points, bringing the target range down to 4.00%-4.25%. This marked the Fed’s first rate cut of the year, citing a cooling labor...
by David Bollinger | Aug 29, 2025 | Annuities
David Bollinger Annuity Sales Consultant For many retirees, the need for steady, predictable income drives most financial decisions. But not all clients are the same. Some prioritize flexibility, access to funds, and the ability to adapt as life unfolds. That’s...
by Chris Wholehan | Aug 18, 2025 | Annuities, Life
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...
by Jacob Noble | Aug 11, 2025 | Annuities
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,...
by David Bollinger | Jul 14, 2025 | Annuities
David Bollinger Annuity Sales Consultant Volatility control indices (VCIs) have become a core component of many modern fixed indexed annuities (FIAs). Designed to manage market risk and optimize crediting potential, these custom-built indices offer more stable,...
