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    An Underutilized Strategy to Help Pay Health Care Costs in Retirement

    Posted by Lori Fogle on Wed, Nov 04, 2020 @ 02:15 PM

    Would you like to be able to provide your clients a proven strategy to pay for most of their health care costs, if not all of them?

    Well, in this blog post we’ll explain a strategy that agents and advisors can use to do that (even if you're not a Medicare agent and don't want to become one). Keep reading for the details...

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    Tags: annuity, retirement strategies, healthcare costs

    Sequence of Returns Risk Simplified for Your Clients

    Posted by Lori Fogle on Wed, Oct 21, 2020 @ 12:00 PM

    It’s unfortunate, but today, your clients may be well-positioned with enough retirement assets to last 30+ years. While tomorrow, a drop in the market could mean their retirement assets may be drastically reduced due to sequence of returns.

    From economic uncertainty, to recent drops in the market, to the impending election, and ongoing concerns around COVID,  a perfect storm could be brewing... are your clients prepared?

    Keep reading for a simple way to explain one of the biggest risks to the longevity of a client's portfolio. Plus, how to help them prepare for and mitigate it.

    [Client-Use Resource Included]

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    Tags: annuity, retirement strategies, sequence of returns risk

    How to Help Clients Fill the Social Security Income Gap

    Posted by Lori Fogle on Wed, Aug 26, 2020 @ 12:00 PM

    One of our producers mentioned that he’s been getting one question a lot more often than normal from clients.

    “Is Social Security going to run out?”

    That’s a valid question, one that might be on your clients’ minds as well. But there’s an even more important question regarding a potential Social Security shortfall. And you can help clients answer it with an insurance product feature you probably already have in your arsenal --

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    Tags: annuity, Social Security, retirement strategies, income rider

    Volatility Control Indices: Are they as good as they look?

    Posted by Lori Fogle on Wed, Jul 08, 2020 @ 01:00 PM

    Right now, it’s tough to find an S&P 500® cap on a fixed indexed annuity or indexed universal life product that will get a client excited. With the recent drop in the market and rates at an all-time low, you’re likely searching for a way to give your clients SOME hope of a credit in their indexed annuity or IUL policy. Have you considered a volatility control index? In this post, we dive into ways to evaluate them --

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    Tags: IUL (indexed universal life insurance), annuity, volatility control index

    Bond Alternatives You Can Use to Strengthen Clients' Portfolios

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 20, 2020 @ 12:00 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. However, they will probably suggest bonds be used in a portfolio as a hedge against stock market losses to reduce portfolio overall risk. But is that always the right answer?

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

    What are the SECURE Act Opportunities?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

    On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

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

    Keep it Simple: Structuring an Annuity that Helps Protect Your Clients

    Posted by Bill Jackson J.D. CLU on Wed, Dec 18, 2019 @ 12:00 PM

    As annuities gain momentum in the retirement income arena it is important to make sure that they are set up correctly. Failure to do so could deny your clients the full range of annuity benefits.

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    Tags: annuity

    Is an MVA on a Fixed Indexed Annuity Good or Bad for a Client?

    Posted by Lori Fogle on Wed, Aug 07, 2019 @ 01:00 PM

    Before we get into whether an MVA would be “good” or “bad” for a client, let’s talk about what an MVA is — because let’s face it, there A LOT of acronyms in the insurance world and it’s hard to keep them all straight.

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    Tags: annuity

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

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group 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 Market Turbulence

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

    Last updated March 2020

    After a long run in a bull market, recent market corrections and talk of an economic slowdown can mean scary times for your clients. Are you prepared with strategies that could save them from potentially losing retirement savings?

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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.