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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
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7 Hall of Fame Financial Advisor Success Principles

March 10, 2025

Your Annuity Marketing Roadmap for 2025

December 9, 2024
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Should you purchase an annuity? Six reasons why people don’t — and one reason why you should

November 7, 2024
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Is the 4% Rule Still Relevant as a Retirement Income Strategy?

September 16, 2024
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Retirement Income Planning: Help Your Clients Navigate the 5 Biggest Retirement Roadblocks

August 26, 2024

How to Use Video to Market Your Financial Practice

July 18, 2024

Sequence of Returns: A Closer Look

February 6, 2019

Positioning Annuities in the Midst of a Volatile Stock Market

January 10, 2019

Hit the Nail on the Hedge

November 19, 2018

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