A Smart Move for IRA’s

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...

Myths of Retiring

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...

Return of Premium- Give your clients options

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...

What is the Fixed Income Dilemma?

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...

Finishing Strong in 2020

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,...

Universal Life- not all policies are the same

Jack NachtrabLife Insurance Consultant A common form of permanent life insurance is a Universal Life policy. These policies have great flexibility in both the length of time the premiums can be paid and the number of years the coverage is guaranteed. But not all...

Prospecting and Generating Sales

Jody HoretskiLife Insurance Consultant The Lifeblood of your Business How do you determine your ideal customers and where do you find them? A good course of action would be to analyze your current group of clients and identify similarities … age, gender, income,...

Is It Time to Shore-up?

Chris RussenAnnuity Consultant Is it time to reassess your client’s position in the market? The COVID-19 outbreak is still going on, and we all have had to change the way we do business. Fewer face to face meetings in favor of phone calls and virtual meetings have...