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 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 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...
