by Chris Wholehan | Sep 13, 2021 | Life
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...
by Dbollinger | Sep 8, 2021 | Annuities
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...
by Jack Nachtrab | Aug 30, 2021 | Life
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...
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 Dbollinger | Aug 3, 2021 | Annuities
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...
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 | Jul 19, 2021 | Annuities
Regional VP-South Effective August 14, 2021 annuity sales in Ohio will require compliance with the new disclosure, documentation and training requirements based on changes to the NAIC’s Suitablity In Annuity Transaction Model Regulation. This took effect in Michigan...
by Jody Horetski | Jul 12, 2021 | Life
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...
by Wholehan Marketing | Jun 28, 2021 | Annuities
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...
by Jack Nachtrab | Jun 21, 2021 | DI
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...
