by Jack Nachtrab | Feb 1, 2021 | Life
Jack NachtrabLife Insurance Consultant As we move into tax season and many business owners begin looking at their financials, it sparks a good opportunity to start a conversation with your business owner clients about developing and funding a buy-sell or key-person...
by Chris Wholehan | Dec 9, 2020 | Life, Long Term Care
Chris Wholehan, President – Wholehan Marketing As you may have seen from our social media posts, the Wholehan Marketing team is counting down the days of this holiday season by performing Random Acts of Compassion and Kindness (RACK’s) each day. These...
by Chris Russen | Dec 1, 2020 | Annuities
Chris RussenAnnuity Consultant It goes without saying that COVID-19 has changed many facets of our world. We have all had to adjust and evolve the way we conduct our lives. One specific area that has seen perhaps the most volatility is in the financial sector....
by Tim Beauregard | Nov 16, 2020 | Annuities
Tim BeauregardVP Annuity Sales We offer fixed index annuities to protect client assets from loss and for the potential for index-based earnings above what can be found in other safe money places. Over the years fixed index annuities have proven this value proposition...
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 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...
