by Chris Russen | Oct 29, 2020 | Annuities
Chris RussenAnnuity Consultant Having a conversation about a care plan with your clients is an important part of planning for their retirement. It is also an important part of protecting their assets for their intended use. Here are some things you need to talk about... by Jack Nachtrab | Oct 22, 2020 | Life
Life Insurance Consultant Taxes are often an over-looked aspect of retirement planning for clients. Many people see their 401k or IRA balance and forget to account for taxes and RMDs. There are many ways to help lessen a tax burden in retirement and turn life... by Tim Beauregard | Oct 12, 2020 | Annuities
Tim Beauregard Annuity Sales Manager Give your clients more than a guarantee with Athene’s Protector 5 fixed index annuity. This popular fixed indexed annuity can go head to head with most traditional fixed rates products by offering the guarantees your clients are... by Jody Horetski | Oct 5, 2020 | Life
Jody HoretskiLife Insurance Consultant When you are working with a client, especially a business client, they have a lot of options for coverage. One way to help them make a decision on what fits them best is to show them a net cost analysis of their insurance... by Chris Wholehan | Sep 30, 2020 | Life
Chris WholehanPresident As we come to the end of Life Insurance Awareness Month, and at the same time look ahead toward the upcoming Tax Season, advisors can use the fourth quarter of the year to help their clients position assets to have a meaning impact on their... by Chris Russen | Sep 22, 2020 | Annuities
Chris RussenAnnuity Consultant 2020 has been a challenging year and some of your clients may be thinking that this may be a good time to retire. Let’s take a look at some myths of retirement planning: Retirement means that my clients can stop investing. Many clients... by Jack Nachtrab | Sep 15, 2020 | Life
Jack NachtrabLife Insurance Consultant Clients want options when it comes to life insurance. The want to know that they can get their money back if they no longer need the coverage and have the choice of whether to cash out or keep their policy in force. The policies... by Tim Beauregard | Sep 8, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager For the last 40 years bonds seemed to have had it all: Higher levels of income, a relative level of safety from market volatility, and capital appreciation as yields steadily fell… but that is no longer the case. Today’s... by Chris Wholehan | Aug 25, 2020 | Long Term Care
Chris WholehanPresident As financial advisors, we provide a lot of advice to help our clients feel safe and secure in their financial/retirement planning. We cover many topics, directing them on their investment options, insurances, health care, taxes, gifting, and... by Chris Russen | Aug 18, 2020 | Annuities
Chris RussenAnnuity Consultant I would first like to thank all of the advisors that have worked with us throughout this unprecedented year; we truly appreciate being a resource for you and your business. The title of this article may sound premature, however,...