Latest stories

Why Fixed Index Annuities Belong in Every Advisor’s Toolkit

March 24, 2026

How to Help Clients Plan for Long-Term Care

October 15, 2025

Life Insurance: 5 Ways to Use this Versatile Financial Tool

September 25, 2025

5 Reasons to Consider Fixed Index Annuities for Your Clients’ Portfolios

June 14, 2024

Avoid These Common Financial Advisor Marketing Mistakes

May 6, 2024

Make Someone’s Life Better (“Love you, too!”)

September 7, 2021

Control What You Can Control

July 28, 2021

Let’s do the work! Get optimized with PEAK

May 18, 2021

Even the G.O.A.T. Needs Coaching to Reach the Peak

March 15, 2021

Is It Time for a Change?

February 15, 2021

Reach Your Peak One Day At A Time

January 15, 2021

What’s your PEAK for 2021?

December 15, 2020

Why Fixed Index Annuities Belong in Every Advisor’s Toolkit

March 24, 2026

How to Help Clients Plan for Long-Term Care

October 15, 2025

Life Insurance: 5 Ways to Use this Versatile Financial Tool

September 25, 2025

The One Big Beautiful Bill Act – how might it affect your clients’ retirement?

August 25, 2025

Talking to Clients About Indexed Annuities for Retirement Income

July 15, 2025

Fixed Index Annuities: A Powerful Tool to Manage Market Volatility

April 10, 2025
fran-hall-of-fame-event

7 Hall of Fame Financial Advisor Success Principles

March 10, 2025

Your Annuity Marketing Roadmap for 2025

December 9, 2024
man with thumb down

Should you purchase an annuity? Six reasons why people don’t — and one reason why you should

November 7, 2024