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,...
by Jack Nachtrab | Aug 11, 2020 | Life
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...
by Tim Beauregard | Aug 3, 2020 | Annuities
Tim Beauregard Annuity Sales Manager The U.S. Department of Labor (the DOL) announced a new three-part fiduciary rule package on June 29,2020 governing investment advice replacing the 2016 Obama administration rule vacated in 2018. Under the new package the DOL...
by Chris Russen | Jul 14, 2020 | Annuities
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...
by Jack Nachtrab | Jul 7, 2020 | Life
Jack NachtrabLife Insurance Consultant When it comes to life insurance, many clients today are looking for guarantees – guaranteed death benefit, guaranteed premium, even guaranteed underwriting results. If your clients’ current term insurance policy has...
by Tim Beauregard | Jun 30, 2020 | Annuities
Tim BeauregardAnnuity Sales Manager Many people do not know what annuities are. Many who may think they know what annuities are have knowledge based upon something they heard sometime ago from a friend, or from an article they read, or from something they saw on TV....
by Chris Russen | Jun 10, 2020 | Annuities
Chris RussenAnnuity ConsultantWholehan Marketing COVID-19 has changed life as we know it, including the way we conduct insurance business. In response to the economic environment, many carriers have lowered payout riders and premium bonuses, and some have lowered...
by Jack Nachtrab | Jun 2, 2020 | Life
Life Insurance Sales Consultant As the roller coaster of market uncertainty continues, many clients are unsure of what to do. One area that seems to be increasingly inviting is the area of indexes – especially those within a life insurance policy. The client has...
