RIAs Growing Interests in Annuities

Annuity Sales Consultant In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings from Security Benefit’s Registered Investment...

An Update on State LTC Mandates

Jack Nachtrab Life Insurance Consultant Last summer, we saw a number of states start the process to implement state mandated LTC similar to what Washington did. As we sit in July 2024, here are some updates on a few states and the possible implications of new bills...

Tax Season Ideas for This Year

Chris Wholehan, President Wholehan Marketing As I stated in my article back in October, most of us generally think of tax season as the first quarter of the year as we all prepare to file our taxes by April 15.  However, filing our taxes in the first quarter of the...

A Renewed Interest in LTCI

Chris Wholehan, President Wholehan Marketing Over the last 6 months or so I have had many discussions with agents/reps. around the country asking them what is important to them and their clients lately.  One answer continues to resurface time and time again:...

Life Happens ~ Things Change

Jody Horetski Life Insurance Consultant Tis the Season to Review Use this time during the fall holiday season to identify what your clients’ needs are in terms of life insurance coverage and finding the best policy for the upcoming new year. Now is a good time to dive...