Does this situation sound familiar? You’ve had a couple of good meetings […]
Is the 4% Rule Still Relevant as a Retirement Income Strategy?
Which would you say people fear more: dying or running out of […]
Retirement Income Planning: Help Your Clients Navigate the 5 Biggest Retirement Roadblocks
If you provide retirement planning services, creating a financially secure retirement is […]
5 Reasons to Consider Fixed Index Annuities for Your Clients’ Portfolios
As your clients near retirement and their investing timeframe shortens, they become […]
The Retirement Hierarchy of Needs, Part 2
This blog post is the second of a series on what we […]
The Retirement Hierarchy of Needs, Part 1
I know this is cliche, but I’ve got to say it: This […]
Sequence of Returns: A Closer Look
We are all familiar with the concept of ‘sequence of returns’ risk: […]
Positioning Annuities in the Midst of a Volatile Stock Market
These past few months in the markets have been a roller-coaster ride, […]
Hit the Nail on the Hedge
In previous blogs, I’ve talked about the power of not losing money […]
How Much is that Annuity in the Window?
I’m sure you have seen all the promotional emails lately about products […]
Ugh….Millennials
As I near my 35th birthday, I reflect on the years that […]
Help your clients transform their retirement with life insurance
Over and over again we hear it: “Buy term and invest the […]