by Chris Wholehan | Jun 7, 2023 | Annuities
Chris Wholehan, President Wholehan Marketing In case you haven’t heard, the Fixed and Fixed Indexed Annuity market is off to a record start for 2023. A recently published article by Wink, Inc. reported the first quarter sales of all deferred annuities were up 41.9%...
by Tim Beauregard | May 10, 2023 | Annuities
Regional VP-South I came across an article by Roger Wohlner on Think Advisor this week that I thought was worth sharing. In his article titled, “Where Do Annuities Fit in Your Client’s Retirement Strategy?” Mr. Wohlner talks about how annuities can fit as part of a...
by Dbollinger | May 2, 2023 | Annuities
David Bollinger Annuity Sales Consultant Annuity sales hit a record last year, eclipsing sales during the 2008 financial crisis amid fear and higher rates. Boosted by massive pension risk transfer transactions and strong sales of fixed annuities, total direct annuity...
by Jack Nachtrab | Apr 19, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant On May 1, 2023, there will be an expansion of AG-49 specifically regarding illustrations of IUL products. This new regulation will limit the maximum illustrated rate of some indexes used by insurance carriers. The main objective...
by Jack Nachtrab | Mar 24, 2023 | DI, Life, Long Term Care
Jack Nachtrab life Insurance Consultant As tax season rolls along, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners when it comes to Life, DI, and LTC...
by Tim Beauregard | Feb 14, 2023 | Annuities
Tim Beauregard, CFP® RVP-South While bonds have traditionally provided a source of stability for portfolios, acting with little or no correlation with volatile stocks, they may be less effective going forward. Fixed-rate bond prices generally drop as rates rise, which...
by Tim Beauregard | Oct 25, 2022 | Uncategorized
Regional VP-South Kids are back in school, vacations are over, and September through November is back to business after what would normally have been a summer slowdown. However, this year has been the opposite. Market volatility in 2022 has reminded clients of market...
by Chris Wholehan | Aug 11, 2022 | Life, Long Term Care
In the wake of the consolidation of products and carriers left in the traditional Long-Term Care Insurance space, it can be easy to overlook this necessary part of retirement planning. The good news is the life insurance and annuity industries have stepped up to...
by Jody Horetski | Aug 3, 2022 | Life, Uncategorized
Jody Horetski Life Insurance Consultant The fall semester for college is right around the corner and many parents have the expensive cost of tuition on their minds. Rising college bills, plus the cost of dorms, travel and books really adds up. If you have a who will...
by Tim Beauregard | Jul 11, 2022 | Annuities
Regional VP-South Annuity rates are increasing with each fed rate increase after having bottomed out since 2009. The Federal Reserve slashed interest rates to rock-bottom levels early in the pandemic to prop up the U.S. economy. But high inflation has led the...
