by Chris Russen | Jul 14, 2020 | Annuities
Chris RussenAnnuity Consultant Is it time to reassess your client’s position in the market? The COVID-19 outbreak is still going on, and we all have had to change the way we do business. Fewer face to face meetings in favor of phone calls and virtual meetings have...
by Tim Beauregard | Jun 30, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager Many people do not know what annuities are. Many who may think they know what annuities are have knowledge based upon something they heard sometime ago from a friend, or from an article they read, or from something they saw on TV....
by Chris Russen | Jun 10, 2020 | Annuities
Chris RussenAnnuity ConsultantWholehan Marketing COVID-19 has changed life as we know it, including the way we conduct insurance business. In response to the economic environment, many carriers have lowered payout riders and premium bonuses, and some have lowered...
by Tim Beauregard | May 26, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager The June 30th, 2020 implementation date for the SEC’s Regulation Best Interest (Reg BI) is right around the corner. The National Association of Insurance Commissioners (NAIC) has finalized a similar “Best Interest” annuity sales...
by Chris Russen | May 18, 2020 | Annuities
Chris RussenAnnuity Sales Consultant Partial Roth conversions can be a tool to create tax diversification in your client’s retirement income or legacy planning. By setting up a plan with pre-tax funds in the right tax environment, this can allow your clients to pay...
