How Market Volatility Affects FIA Participation Rates

Annuity Sales Consultant In today’s unpredictable economic environment, the word “volatility” continues to dominate conversations. It’s not just influencing the stock market; it’s also playing a major role in how fixed indexed annuities (FIAs) are priced and...

Too Much Cash ?

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...