Apr 24, 2023

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 episode, we'll cover all things related to the good and bad of replacing annuities.

Apr 17, 2023

In this weeks episode, we'll discuss some of the issues with banks and then dive into bank sponsored index strategies and how both of these topics apply to the annuity industry and your clients.

Apr 10, 2023

The first quarter is coming to a close and in this weeks episode, we'll discuss some challenges Chad has faced so far and a few potential solutions moving into the second quarter.

Apr 3, 2023

Last week we discussed income riders, and why the fees shouldn’t scare you. This week we’re discussing the “free” method of guaranteed lifetime income, and why it often costs more than rider fees.