Author Archives: Webmaster

On The Move – June 14, 2022

Protective Life

June 14, 2022 – Effective Date of Change

Fixed Index Annuity:

Asset Builder II 10 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:...
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On The Move – June 7, 2022

Allianz Life Insurance Company of North America

June 7, 2022 – Effective Date of Change

Allianz 222 Annuity 20,000+

  • 1-Year S&P 500 Monthly Sum Cap: Cap...
Details

On The Move – May 24, 2022

May 31, 2022 – Effective Date of Change

Global Atlantic Financial Group

Choice Accumulation II 10 25,000+

  • 1 Year S&P 500 Annual Point-to-Point w/ Cap:...
Details

What Is Real-Time Marketing?

Real-time marketing activities can show that you are a reliable source of information and assistance

The last two years have seen a whirlwind of events...

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On The Move – May 10, 2022

May 10, 2022 – Effective Date of Change

Protective Life

Asset Builder II 10 No ROP 10,000+

Details

On The Move – May 3, 2022

May 02, 2022 – Effective Date of Change

Global Atlantic Financial Group

Fixed Index Annuity

Choice Income II 10 with Income Multiplier Benefit 25,000+

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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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Leveraging Financial Literacy Month

For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better. Inflation is at an all-time high, the...

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Going After Your Whales

While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. Your whales. These are the prospects that could...

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Learn From the Best

Ascend 2022 is officially in the books. IAMS’ second-annual virtual kick-off brought some of the top experts in the financial industry together in one...

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