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...
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...
