To Diversify or Not to Diversify

Can we agree that investors should diversify their portfolios across asset classes?  Can we also agree that the reason investors diversify across asset classes is to manage risk and portfolio volatility?  So, what if you are investing in a fixed indexed annuity, where you can’t lose money to market losses?  Do you still need to diversify?  Does the reason you …

Hit the Nail on the Hedge

In previous blogs, I’ve talked about the power of not losing money during down markets. We’ve all heard it a thousand times before, with fixed indexed annuities, “zero is your hero.” Well, what if I told you we could do even better? We all also know about the hedging concept, where you place a small amount of your portfolio in …

Update: Bonds vs. FIA’s

Recently, I wrote a blog post about bonds and other vehicles vs. fixed indexed annuities. I focused on a whitepaper that I wrote that illustrates a case study on retirement income. More recently, there was an article on Kiplinger’s, which you can find in the references below; the article discusses several different points, but the one that sticks out to …

Are you using all the annuity resources Tarkenton Financial provides?

While the product support team is Tarkenton Financial’s best annuity resource, there are many others that Tarkenton offers to our agents free of charge. If you are not already using them, I highly recommend you start! I am going to take a few minutes to highlight our best annuity technology resources, so next time I talk to you about one …

Online apps make your life easier and your clients happier!

Ever had an app returned because it wasn’t properly completed, costing you and your client time and money? Don’t lie, we’ve ALL been there. What if there was a way to make sure it never happens again? Too good to be true you say? Impossible? Better chance of the Jamaican bobsled team qualifying for the Winter Olympics (wait, that actually …