Product Updates
Why Fixed Index Annuities Belong in Every Advisor’s Toolkit
The United States is currently in the midst of one of the most significant demographic shifts in our history. Sometimes referred to as Peak 651, this shift began in 2011 when the first baby boomers turned 65 years old and will continue through 2030. More than 4.1 million Americans will turn 65 annually through 2027,…
Read MoreHow to Help Clients Plan for Long-Term Care
Seven out of 10 Americans will need long-term care at some point in their lives, and two out of 10 will require it for longer than five years. However, only one-third of Americans are confident in their Long-Term Care (LTC) plans. Long-term care expenses can throw a major wrench into the best-laid retirement plans, with…
Read MoreLife Insurance: 5 Ways to Use this Versatile Financial Tool
Life insurance might be the most misunderstood of all the products available in the financial marketplace. Nearly half (42%) of all Americans believe they need more life insurance coverage than they currently have while nearly three-quarters (72%) overestimate the cost of life insurance, according to the Life Insurance Marketing and Research Association 2024 Insurance Barometer…
Read More5 Reasons to Consider Fixed Index Annuities for Your Clients’ Portfolios
As your clients near retirement and their investing timeframe shortens, they become especially vulnerable to market volatility risk. There is less time for portfolios to recover from sudden and drastic market downturns that can severely disrupt their carefully laid retirement plans, which makes preservation of principal more important. A fixed index annuity (FIA) may be…
Read MoreTo 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…
Read MoreHit 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…
Read MoreUpdate: 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…
Read MoreAre 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…
Read MoreOnline 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…
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