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 …

Who’s on top in the second quarter?

Results are in for 2nd quarter annuity and life insurance sales. You can find the full detail here. I believe it is really important that you have a sense of the big picture, as you go about your work of working with individual clients. So, here are some observations: FIA sales were $12.253 billion in Q2 2015, just under $12.566 …