by Jody Horetski | Jun 8, 2021 | Life
Which is Best for Your Client? Life insurance is one of the most important pieces of your family’s long-term financial plan. Jody Horetski Life Insurance Consultant One of its primary purposes is to replace income for your family if you pass away. With so many...
by Wholehan Marketing | Jun 2, 2021 | Annuities
David Bollinger Annuity Sales Consultant When choosing the most appropriate solution for a client’s retirement, one of the most important things to know about your client is their level of risk tolerance. If your client has low risk tolerance, this typically...
by Chris Wholehan | May 26, 2021 | Long Term Care
Chris Wholehan President Advanced Sales When listening to feedback from clients about traditional Long-Term Care Insurance, one of the most common objections to the coverage is the lack of guarantees: no guaranteed level premium, no guarantee they will use it, no...
by Jack Nachtrab | May 17, 2021 | Life
Jack Nachtrab Life Insurance Consultant Many clients save for retirement in qualified plans that defer taxation until the funds are withdrawn. These qualified plans require distributions (RMD’s) to be taken starting at age 72, whether the client wants them or...
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...
by Jody Horetski | May 4, 2021 | Life
Show how much you care by making sure she’s protected. Jody Horetski – Life Insurance Consultant A recent study by LIMRA and Life Happens indicates that 32 percent of women feel they don’t have enough life insurance coverage. That’s particularly alarming...
by Jessica Hernandez | Apr 16, 2021 | Life
Jack Nachtrab Life Insurance Consultant According to the Federal Reserve Bank of NY, over the last 7 years, household debt in the US has increased by $3.04 trillion. As Americans become less afraid of having debt in their financial plan, an increasingly overlooked...
by Chris Wholehan | Mar 30, 2021 | Annuities, Fund Management, Long Term Care, Tax
President, Chris Wholehan Are any of your clients business owners? Perhaps they could benefit from a deferred compensation plan using life insurance for tax-deferred growth and tax-free income payments in retirement. Or perhaps they could benefit from...
by Jack Nachtrab | Mar 16, 2021 | Life
Jack Nachtrab Pensions in the private workplace are not as prevalent today as they used to be, however most public sector jobs still offer pensions. When it comes time for retirement, married clients are faced with the decision on whether to take a single-life payout...
by Jody Horetski | Mar 9, 2021 | Life
Jody Horetski Life Insurance Consultant According to a recent study, only about half of the adults in the U.S. have life insurance coverage. While most of the advisors we work with sell individual policies to their clients, the workplace market is another avenue...
