May 31, 2022

Annuity rates are rising, but the biggest question is, do you know what to look for? In this episode, we give you some tips to help you prepare for what's to come!

May 23, 2022

Recession doesn't have to be scary.

In this episode, we dive deep into the safety bunker of the finance world to help keep your clients money safe.

May 16, 2022

Re-evaluate! Every successful person has to stop, take inventory, change what needs to be changed, and start moving in the right direction! In this episode, Caleb and I go over my year-to-date production numbers, what is working and what is not in the industry.

May 9, 2022

Don't just plan for the worst-case scenario; understand when to and when NOT to.

In this week's episode, we continue part 2 on FIA's do's and don'ts.

May 2, 2022

Plan worst-case scenarios. Income strategies will rarely come up as a “need” unless you’re planning worst-case scenarios.

In this episode, Caleb and I discuss 4 strategies that will help you plan for your client's needs.