How Will Interest Rate Hikes Affect Annuities?

by | May 9, 2022 | Annuities

David Bollinger Annuity Sales Consultant Over the First Quarter, according to the preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey, total U.S. annuity sales increased 4% to $63.6 billion, with fixed products benefiting from...

Tax Planning Season is Never Over

by | May 2, 2022 | DI, Life, Long Term Care

As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way.  Chris Wholehan, President Wholehan Marketing...

Why Demand for Annuities Increased in 2021

by | Apr 6, 2022 | Annuities

Annuity Sales Consultant With all of the downsides associated with the Covid-19 pandemic over the last few years, one positive result in the insurance industry is the boosted interest in annuity products for working Americans.  According to the U.S. Individual Annuity...

Multiple Coverage Options for Businesses

by | Mar 28, 2022 | Life

Jack Nachtrab Life Insurance Consultant As we approach the end of tax season, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners as they relate to Life...

What Inflation Could Mean for Annuities

by | Mar 22, 2022 | Annuities

Tim Beauregard Regional VP-South Inflation is a threat to retirees living on fixed incomes and workers nearing the end of their careers. Many clients are almost certainly wondering what it means to their ability to retire and what they should do...

An Often-Overlooked Tax Deduction

by | Mar 8, 2022 | Long Term Care, Tax

Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill.  This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan.  Not only does a LTCI plan...

2022 – Time For a Review!

by | Feb 10, 2022 | Announcements, Life, Long Term Care

Chris Wholehan, President Wholehan Marketing For those of you who know me, you know I’m not the “biggest” fan of winter …. However, when it comes to business, this is one of the “most wonderful times of the year.”  The insurance business from January through May...

A Smart Option for RMD’s

by | Jan 17, 2022 | Life

Jack Nachtrab Life Insurance Consultant After a 2-year hiatus, RMD’s (Required Minimum Distributions) are back for the 2021 tax year; those who turned age 72 by 7/1/2021 will need to take their RMD by 4/1/2022.  Many of these clients do not need or want the...

Life Insurance for College Tuition

by | Dec 13, 2021 | Life

Jack Nachtrab Life Insurance Consultant For the current 2021-2022 school year, the average tuition, room & board, and additional fees at a public university is $22,690 per year. In the 2000-2001 school year, that was the average cost of a private university. ...