Bonds vs. FIA’s

I remember my first bond. And no, I’m not talking about a spy movie. My first bond was given to me by my grandparents. It paid a healthy rate, 6%, and I held it to maturity and cashed it in, because rates had dropped significantly. And really, that’s where rates have stayed. Near historic lows, bonds do not offer the …

It’s All About the Process

As we wrap up Week Two of the NFL season and Week Three of the NCAA football season, I start to think about all the preparation and work the players and coaches have put in since February. The players nurse their battle wounds, they hit the weight rooms, they practice their position skills. The coaches begin scouting, reviewing game film, …

A worthy ministry and a powerful weekend

Friends, I have to share this photo from my weekend. Many of you know Tom Massebeau, and know what a great man he is. He’s not pictured here, but I spent last weekend with Tom, who is one of my great friends and business partners. Tom has been leading a prison ministry in Florida for the past 35 years, and …

How might the proposed DOL rule affect your business?

Earlier this year, The Department of Labor (DOL) proposed a Fiduciary Duty Rule, which could dramatically impact your advice given in qualified retirement accounts. Through our membership in the National Association for Fixed Annuities (NAFA), Tarkenton Financial is proud to be supporting NAFA’s vigorous efforts to oppose this rule. Please click here for up to the minute information on the DOL …

Are you asking the right questions?

  Do you have problems getting referrals? Everyone says “All you have to do is ask for them!” However, sometimes it isn’t that easy – especially if you don’t know the right questions to ask. Here is a list of questions you can choose from to ask your clients that can make the “asking” part of the referral process easier! …