by David Bollinger | Sep 23, 2024 | Annuities, Uncategorized
David Bollinger Annuity Sales Consultant Digital transformation is revolutionizing how consumers access and manage retirement investments, particularly annuities. Here’s how technology is changing the industry: Simplified PurchasingConsumers can now research, compare,...
by David Bollinger | Jul 2, 2024 | Annuities
Annuity Sales Consultant In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings from Security Benefit’s Registered Investment...
by David Bollinger | Apr 12, 2024 | Annuities
David BollingerAnnuity Sales Consultant In 2023, the financial landscape witnessed a notable shift towards securing stable, long-term income streams, as evidenced by record annuity sales with a 22% increase compared to the previous year. Reaching a total of $355.4...
by Chris Wholehan | Sep 27, 2023 | Annuities, Life
Chris Wholehan, President Wholehan Marketing Have you Tried E-Apps? In our post-Covid environment, we are realizing the adaptations we have made in our lives as a general response to not being able to interact personally with each other during the Covid pandemic. ...
by David Bollinger | Sep 12, 2023 | Annuities
David Bollinger Annuity Sales Consultant An annuity rider is an optional feature that can be added to an annuity contract. It is a way to tailor an annuity to fit the specific needs and goals of the policyholder. There are a variety of riders available...
by Tim Beauregard | Aug 28, 2023 | Annuities
Tim BeauregardRegional VP-South Three years after the National Association of Insurance Commissioners (NAIC) amended the Suitability in Annuity Transactions Model Regulation setting standards and procedures requiring agents and insurers to act in the best interest of...
