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    If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

    Posted by Mark Triplett on Wed, May 01, 2019 @ 12:00 PM

    You may often hear clients say, “I want to keep my money liquid, I don’t want to tie it up.” The desire to keep money liquid can be strong across all socioeconomic and political spectrums. Why do many clients insist on keeping out money in a liquid state? And what does that really mean, to keep money liquid?

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    Tags: annuity, retirement strategies

    Strategies Your Clients May Want During Uncertain Market Conditions

    Posted by Lori Fogle on Wed, Apr 17, 2019 @ 12:00 PM

     If history repeats itself, we may be headed toward a market correction and that can mean a scary time for your clients. Are you prepared to deliver a message that could save them from potentially losing retirement savings?

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    Tags: annuity, retirement strategies

    Are You Prepared to Answer this Important Question for Your Clients?

    Posted by Lori Fogle on Wed, Apr 10, 2019 @ 12:00 PM

    With one of the greatest wealth transfers in history upon us, this is a time of tremendous opportunity for financial professionals. But with that, comes tremendous responsibility. You have a lot to consider when making recommendations to your clients on their retirement and wealth transfer strategies.

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    Tags: taxes, annuity

    Share the Value of Long-Term Care and Annuity "Doubler" Income Riders

    Posted by Oscar Toledo on Wed, Feb 27, 2019 @ 12:00 PM

    There are several options financial professionals can use to help their clients prepare a strategy for retirement expenses. Long-term care insurance (LTCI) provides care for those who need long-term assistance in a nursing home, care at home or adult daycare. Some annuity "doubler" income riders can also be used to provide double the annual income for up to five years if the annuitant qualifies.

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    Tags: annuity

    Importance of Retirement Income Planning Strategies for Your Clients

    Posted by Partners Advantage on Mon, Dec 11, 2017 @ 10:15 AM

    As more companies do away with defined benefit pension plans, the responsibility is left on individuals to ensure that they have enough income saved for retirement. The issue is many people don’t realize the importance of developing a financial strategy now or understand what needs to be done. Help your prospects and clients with a financial strategy that will help them not outlive their savings.

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    Tags: annuity, retirement strategies

    Why Your Clients are Starved for Higher Interest Rates

    Posted by Mark Triplett on Wed, Aug 30, 2017 @ 12:00 PM

    What does it take to get a saver to move their money? Apparently not that much. According to an insurance company representative, they are writing new business hand over fist because their company offers the highest guaranteed fixed rate of interest for a specific number of years within a deferred annuity.

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    Tags: annuity, retirement strategies

    Bond Alternatives You Can Use to Strengthen Your Clients' Portfolios

    Posted by Mark Triplett on Wed, Jul 26, 2017 @ 05:42 PM

    In the past, financial professionals have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial professionals what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. 

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies

    CD's, Fixed Annuities, and Fixed Indexed Annuities Share the Same Risk

    Posted by Mark Triplett on Mon, Jan 23, 2017 @ 05:29 PM

    What is the one big risk that Certificates of Deposit (CDs), fixed annuities, and fixed indexed annuities share? Interest-rate risk. For example, you could miss out on higher interest credited to your savings if current rates increase during the penalty period of the fixed interest-bearing vehicle of your choice.

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    Tags: annuity, retirement strategies

    You Should Own Indexed Annuities if You Sell Them

    Posted by Mark Triplett on Tue, Dec 13, 2016 @ 05:39 PM

    How many indexed annuities do you own? Your answer should be at least “one” if you are recommending them to others. My belief is if you are selling them, you should own them. If you don’t, you are not credible.

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    Tags: annuity, retirement strategies

    Why Indexed Products Are Not Created Equal

    Posted by Mark Triplett on Mon, Nov 21, 2016 @ 05:32 PM

    Indexed products: You’ve seen one, you’ve seen them all, right? WRONG! Fixed Indexed Annuities (FIA) have been sold in the United States for over two decades. Sales of FIAs have skyrocketed in recent years as their popularity increased.

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    Tags: annuity, retirement strategies

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.