Category Archives: Bersonal Posts

  Kim O’Brien We Protect Annuities! Annuities Protect Americans! ACLI Moves Closer to Fiduciary Lawsuit May 11, 2016 Americans for Annuity Protection continues to work with its key contacts on litigation and legislation efforts to fix the damaging DOL requirements … Continue reading →

“Research shows that clients who put their retirement plan in writing are more likely to be successful in managing their income and assets in retirement” Have you ever written down your goals? There is a reason why so many goal … Continue reading →

To figure out whether your clients are best served by a meeting, look at the alternatives. Can the goal  be accomplished other ways? Do you have clear goals for the meeting? Will the right people be there? Are you prepared? … Continue reading →

Last week one of our reps got an email from a client who was very skeptical about using an EIUL policy as a supplement to retirement. In his email he said things like: “friends told me it is too good to be … Continue reading →

In the on-going struggle of carriers trying to cope with the low interest rate environment, another carrier is being sued for the way they are going about mitigating their risk at the cost of their clients. ISN no longer represents … Continue reading →

As a follower of Steve Lewitt- I thought his take on the future and the DOL was worth sharing. Our world is changing- better or worse is a matter of opinion. Our firm is ready for the challenge. Call us … Continue reading →

Your One Stop for DOL Fiduciary Rule Info The LIMRA LOMA Secure Retirement Institute realizes that the Department of Labor’s fiduciary rule is a transformational event, moving the retirement market into uncharted territory. This will require business and product changes. … Continue reading →

Dear NAILBA Member: Today, the Department of Labor will issue a final fiduciary rule that modifies the market for advice and product sales to qualified plans, plan participants, and IRA holders—which could make it more difficult for insurance producers to … Continue reading →

The IRA Rollunder is without a doubt, the most exciting estate planning and preservation technique in use today. One of America’s best-kept secrets, the IRA Rollunder strategy utilizes time-tested strategies that provide guaranteed results. The most highly taxed asset in our estate … Continue reading →

Our new partnership with Nationwide has brought many opportunities for our reps. Take a look at what they have to offer and give us a call. We can help! A new way to offer LTC with your clients Discussing long-term … Continue reading →