by Tim Beauregard | Dec 8, 2021 | Annuities
FlexShield 10 single premium fixed index annuity provides opportunities for aggressive accumulation Regional VP-South Every retirement is different, with different financial goals and needs. Still, many of today’s retirees’ objectives are the same, asset...
by David Bollinger | Nov 14, 2021 | Annuities
Do you have clients nearing retirement who are calculating their anticipated income need? While there are many time-tested strategies available to help clients save for their retirement goals, there are still many unknowns that may weigh heavy on even the best-made...
by Tim Beauregard | Nov 1, 2021 | Annuities
Tim Beauregard, CFP® RVP-South According to Financial Planning’s latest Retirement Advisor Confidence Index, a monthly barometer of business conditions for wealth managers, clients are nervous about their retirement situation due to concerns about market valuation,...
by David Bollinger | Oct 18, 2021 | Annuities, Uncategorized
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
by Tim Beauregard | Sep 26, 2021 | Annuities
Regional VP-South Do you have clients concerned about rising costs in retirement? According to a recent study 86% of respondents said they are interested in a financial product that not only provided guaranteed income in retirement but also the opportunity for income...
by David Bollinger | Sep 8, 2021 | Annuities
A New Core for Retirement Savings? David Bollinger Annuity Sales Consultant For decades, a traditional 60/40 stock/bond portfolio strategy delivered strong results and helped retirement savers achieve their wealth-building and retirement-spending goals. In...
