When most people hear the word annuity, they think of guaranteed income—and that’s a great start. Bu...
Not every advisor wants a microphone or a room full of people. Some just need one motivated prospect...
Ever wonder why some advisors crush it in workshops while others thrive in one-on-one meetings or th...
Morningstar recently updated its safe withdrawal rate — now suggesting 3.7% is the new benchmark for...
When a loved one passes and leaves behind a retirement account, it’s supposed to be a blessing—not a...
Retirement is supposed to be a reward — but for many clients, it’s a source of stress. No more paych...
Every June, Annuity Awareness Month gives us a unique opportunity: to reset the way clients and even...
Clients planning their legacy often look to single-premium life insurance for its simplicity and tax...
When clients ask about safe, predictable investment options, many advisors default to Certificates o...
If you’re an advisor working with clients who purchased Fixed Indexed Annuities (FIAs) between 2018 ...