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...
by David Bollinger | Jul 2, 2024 | Annuities
Annuity Sales Consultant In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings from Security Benefit’s Registered Investment...
