Author Archives: Webmaster

It’s Time For The Tax Planning Conversation

Tax day has come and gone. Whether tax planning is among your specialized services or not, you should at least be discussing the impact taxes will have on...

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Strategies for Addressing Annuity Concerns

Annuities can be an important piece of your clients’ retirement puzzle. Terms like “tax-deferred” and “low-risk” should be music to the ears of anyone...

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On The Move – April 9, 2024

April 15, 2024 – Effective Date of Change

Integrity Life Insurance Company

Fixed Indexed Annuity

Integrity Indextra 5 15,000+

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CD Renewal vs Replacement

April is one of the biggest months for CD renewals. Despite low returns, untold amounts of money will roll back into CDs. This means lower spending power...

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April is CD Replacement Month

April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market...

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On The Move – March 26, 2024

April 1, 2024 – Effective Date of Change

American General Life Insurance Company

Fixed Indexed Annuity

Power Select Builder 25,000+

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Empowering Professional Growth with IAMS

In the intricate and evolving landscape of financial services, knowledge is power. Understanding the nuances of this industry and how to operate within it...

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On The Move – March 19, 2024

March 22, 2024 – Effective Date of Change

Athene IA

MYGA

  • Athene Max Rate 3 10,000+  4.70%
  • Athene Max Rate 3 100,000+  4.95%
  • Athene Max Rate 3 (state...
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Spring into Financial Literacy Month

For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better today. Inflation is still impacting...

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On The Move – March 12, 2024

March 13, 2024 – Effective Date of Change

American Equity Investment Life Insurance Company

MYGA

  • GuaranteeShield 3 10,000+  4.50%
  • GuaranteeShield 3 ...
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