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 Wholehan Marketing | Jun 28, 2021 | Annuities
David Bollinger Annuity Sales Consultant F&G has announced a new annuity product category dubbed the “FILA” or Fixed Index-Linked Annuity with the launch of their brand-new Dynamic Accumulator 10. This new product is the best of both worlds between Fixed...
by Wholehan Marketing | Jun 2, 2021 | Annuities
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...
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 Chris Wholehan | Mar 30, 2021 | Annuities, Fund Management, Long Term Care, Tax
President, Chris Wholehan Are any of your clients business owners? Perhaps they could benefit from a deferred compensation plan using life insurance for tax-deferred growth and tax-free income payments in retirement. Or perhaps they could benefit from...
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...
