Apr 15, 2024

This week we re-visit an old episode that is one of our best... Replacing An Annuity. This is one of the most case by case areas of annuity sales. Certain situations may incline you to push for a replacement on the line, and still others that could easily be replaced may not be the best thing for the client. In this...

Apr 8, 2024

Tune into 'Index Strategies, Crediting, and Allocation' for a comprehensive look at the nuts and bolts of index-based annuities. We'll guide you through choosing the right index strategies, understanding crediting methods, and making smart allocation decisions. This episode is jam-packed with actionable insights to help...

Apr 2, 2024

"Dive into 'Best Practices for Selecting Products and Carriers' for insider tips on choosing the right annuity products and insurance carriers. We'll discuss what to look for in terms of financial stability, customer service, product features, and overall reputation. Plus, we'll cover how to match these factors with...

Mar 25, 2024

Listen in on 'Annuities for Income vs. Accumulation' where we break down the key differences and benefits of using annuities for steady income versus long-term growth. We'll explore how to decide which approach fits your financial goals, whether you're looking to secure a reliable income stream in retirement or to build...

Mar 18, 2024

Check out our episode '3 Talking Points With Retirees' where we dive into crucial conversations about retirement planning. We cover the essentials: Pensions, Social Security, and Defined Contribution Plans, and why they matter more than ever. We also introduce the two questions nobody can answer but every retiree should...