by David Bollinger | Aug 3, 2021 | Annuities
Annuity Sales Consultant A bull market is a market that is on the rise and where the economy is growing; while a bear market exists in an economy that is receding, where most stocks are declining in value. A bear market can be more dangerous to invest in, as...
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 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...
by Tim Beauregard | Feb 8, 2021 | Annuities
Tim Beauregard, Regional VP – South Fixed index annuities offer a protected accumulation solution for your clients who want to protect their retirement savings from market downturns while having more growth potential than what traditional fixed income assets are...
