Servicing and Evaluating Your Clients Existing Income Riders
The Problem: Servicing and advising clients with existing annuity contracts with income riders can be challenging for various reasons, ranging from...
The Fixed Income Dilemma
Have you wondered what you can do to help protect your clients in the current bond environment? Lincoln Financial...
One America – Washington state Care Solutions applications: Year-end update
From One America As the end of the year approaches, we want to update you on our progress in responding...
Decoding True Income Rider Payouts: A Christmas Story
In the spirit of the holidays, we’d like to share a different spin of a familiar Christmas Story. Hopefully...
Get Creative in Helping Your Clients Manage Unwanted RMDs
The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each...
Rates Rise.. again!
Rates are increasing for the products below effective November 7, 2021! Purchase payments received on or after this date will receive the...
August 8, 2021 Webinar Replay: Identifying Income Rider Replacement Opportunities
Watch the replay below as Brad & Dave discuss income rider replacements, the opportunities, case studies, analysis, and best...
101j Business Owner Review
We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your...
Upcoming Webinar: 101j Business Client Review
This upcoming webinar covering the 101j Business Client Review might be the most important webinar for you to attend....
2021 Tax Free Income Update
AG-49a is now in effect and here is a good look at income solves as of January 2021. There...