A Time To Review

Chris Wholehan As we take a moment this month to reflect on the events that have unfolded over the last 18 months, we should also take note that September is also Life Insurance Awareness month.  As we honor those who are no longer with us, we should honor our...

The Fixed Indexed Annuity

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...

Access to Cash in Retirement

Jack Nachtrab According to a recent survey, 36% of retirees say they’re unable to spend as freely as expected, and 60% say they travel less than they want to. Retirement is something everyone looks forward to, but not something everyone plans for. An important part of...

THE KEY TO SUCCESSFUL CROSS-SELLING

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...

How FIAs are Equipped to Face a Bear Market

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...

Alternative Coverage for LTC

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...

Why You Might Want to Consider ROP Life Insurance

The coverage your client needs with a money back guarantee! Jody Horetski Life Insurance Consultant Looking for a product that can provide the essential funds to help your client with mortgage and loan protection, education expenses, or key-person protection? Look no...

Introducing the “FILA”

David Bollinger Annuity Sales Consultant F&G has announced a new annuity product category dubbed the “FILA” or Fixed Index-Linked Annuity with the launch of their brand-new Dynamic Accumulator 10.  This new product is the best of both worlds between Fixed...

Protection Against Inflation

Jack Nachtrab Life Insurance Consultant As of 5/31/21, the Consumer Price Index (CPI) was up 5% on a trailing 12-month basis. This means the cost of everyday goods are getting more expensive and a dollar doesn’t go quite as far as it did a year ago. People are feeling...