by Jacob Noble | Apr 7, 2025 | Annuities
Annuity Sales Consultant Many individuals start taking Social Security as soon as they retire. For some, that makes sense, but for others, waiting just a little longer could pay off in a big way. Filing early can shrink your monthly benefit by up to 30% and once...
by Chris Wholehan | Mar 4, 2025 | Annuities, Life, Long Term Care
Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...
by Jacob Noble | Feb 11, 2025 | Annuities
Annuity Sales Consultant The annuity market continued its upward trajectory in 2024, with total sales reaching $432.4 billion, a 12% increase from the previous year, according to LIMRA’s U.S. Individual Annuity Sales Survey. This marks the third consecutive year of...
by David Bollinger | Jan 31, 2025 | Annuities
David Bollinger Annuity Sales Consultant Many Americans aren’t saving enough for retirement, with some saving nothing at all or starting too late. Even higher-income earners often struggle to save. As a result, many retirees are running out of money, relying on...
by David Bollinger | Nov 4, 2024 | Annuities
Annuity Sales Consultant An annuity is a financial contract between a client and an insurance company in which the client hands over a lump sum or a series of payments in exchange for a steady stream of income in retirement. Some annuity features, such as a death...
