by Tim Beauregard | Jan 10, 2022 | Annuities, Uncategorized
Regional VP-South Secure Retirement Institute research shows that pre-retirees’ and retirees’ top concern is running out of money in retirement. The latest data suggests that retirees who own an annuity are more confident than non-owners that their savings and...
by Dbollinger | 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 Jody Horetski | Aug 16, 2021 | Uncategorized
The key to successful cross-selling is “remembering to ask” clients about their life insurance coverage. Building trust, asking questions, and listening are common strategies that can help you with cross-selling. According to a leading P&C carrier, the...
by Jack Nachtrab | Jul 26, 2021 | Long Term Care, Uncategorized
Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from LTCI as there is no guarantee they’ll use it and they don’t want to pay premiums they...
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...
