Roth Conversion

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...

Coronavirus Now and Beyond – E-Apps Fit the Bill!

Written by: Jody Horetski Getting comfortable with E-Apps will help streamline your insurance sales – not having to meet your client face-to-face to make the sale is a valuable skill that will definitely come in handy down the road.  There may come a time when...

A Different Way of Doing Business

by Jack Nachtrab As we all do our part to use social distancing and limit interpersonal contact, are you worried that some aspects of your insurance business could pay the price? Luckily, there’s technology in place to make sure that doesn’t happen! From the comfort...

Is it Time to get off the Roller Coaster?

With the markets seeing multiple historic losses in just a few days, is it time to move a portion of your client’s funds to a safer position?  Clients need stability and guarantees in their portfolio to provide an income stream they know they can rely on.  Recent...

Tax Savings During Tax Season

As we all gear up for another tax season, help your clients take advantage of some current-day tax codes to help in their Long-Term retirement planning.  Over the last two decades multiple new tax codes have provided tax incentives for those looking to protect the...