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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
The Retirement Monster Your Clients Don’t See Coming
October 23, 2018
Helping Our Clients Build A Stable Bridge To Retirement
October 12, 2018
Let’s talk about tax, baby
September 27, 2018
How Much is that Annuity in the Window?
September 13, 2018
Time in vs. Timing
July 27, 2018
Update: Bonds vs. FIA’s
June 21, 2018
Ugh….Millennials
June 9, 2018
Bonds vs. FIA’s
May 31, 2018
It’s All About the Process
September 18, 2017
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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
7 Hall of Fame Financial Advisor Success Principles
March 10, 2025
Your Annuity Marketing Roadmap for 2025
December 9, 2024
Should you purchase an annuity? Six reasons why people don’t — and one reason why you should
November 7, 2024
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