by Tim Beauregard | May 26, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager The June 30th, 2020 implementation date for the SEC’s Regulation Best Interest (Reg BI) is right around the corner. The National Association of Insurance Commissioners (NAIC) has finalized a similar “Best Interest” annuity sales... by Chris Russen | May 18, 2020 | Annuities
Chris RussenAnnuity Sales Consultant Partial Roth conversions can be a tool to create tax diversification in your client’s retirement income or legacy planning. By setting up a plan with pre-tax funds in the right tax environment, this can allow your clients to pay... by Jody Horetski | May 11, 2020 | Life
Author: Jody HoretskiLife Insurance Sales Consultant It’s that time of year again, when students are graduating and moving on to the next chapter of their lives. Students may be going straight into the workforce or considering college, which can cost a great... by Jody Horetski | May 7, 2020 | Life
Written by: Jody Horetski Getting comfortable with E-Apps will help streamline your insurance sales – not having to meet your client face-to-face to make the sale is a valuable skill that will definitely come in handy down the road. There may come a time when... by Jack Nachtrab | Apr 30, 2020 | Announcements
by Jack Nachtrab As we all do our part to use social distancing and limit interpersonal contact, are you worried that some aspects of your insurance business could pay the price? Luckily, there’s technology in place to make sure that doesn’t happen! From the comfort... by Wholehan Marketing | Apr 30, 2020 | Annuities
With the markets seeing multiple historic losses in just a few days, is it time to move a portion of your client’s funds to a safer position? Clients need stability and guarantees in their portfolio to provide an income stream they know they can rely on. Recent... by Chris Wholehan | Apr 30, 2020 | Long Term Care
As we all gear up for another tax season, help your clients take advantage of some current-day tax codes to help in their Long-Term retirement planning. Over the last two decades multiple new tax codes have provided tax incentives for those looking to protect the... by Wholehan Marketing | Feb 29, 2020 | Annuities
As the average life expectancy is continuing to rise you may need to plan for your client’s retirement that could last 30 years or longer. Research from Social Security shows that a healthy 65-year old has a 43% chance of living to age 95. With this in mind, advisors...