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Are Your Clients Working During Retirement?

Americans are more skeptical about retirement than ever. And understandably so. After two years of the COVID-19 pandemic, we have entered an environment of record inflation rates, higher-than-average gas and consumer goods prices, and a tumultuous stock market. This has all led to an increase in the number of people who plan on continuing to…

On The Move – August 2, 2022

July 29, 2022 – Effective Date of Change National Western Life Fixed Indexed Annuity NWL IMPACT 7® 5,000+ Option A: 1 Year Annual Point to Point with Monthly Average:  Part Rate 100% Option B: Fixed Interest Rate:  Rate 3.90% Option U: Annual Reset Low Volatility Daily Risk Control:  Part Rate 135% NWL Ultra Classic® 5,000+ Option A: Monthly Averaging Annual Reset:  Part…

On The Move – July 26, 2022

July 22, 2022 – Effective Date of Change Fidelity & Guaranty Life  FG AccumulatorPlus 10 10,000+ 1-Year S&P 500 Monthly Point-to-Point:  Cap 2.75%  1-Year S&P 500 Monthly Average with Cap:  Cap 8.00%  1-Year S&P 500 Point-to-Point with Cap:  Cap 8.25%  1-Year Index Gain Option with Declared Rate:  Cap 6.25%  1-Year Fixed Account:  Rate 2.50% 2-Year Barclays Trailblazer Sectors 5 Index:  Part Rate 220%…

Businessman plan business growth and financial, increase of positive indicators in the year 2022 to increase business growth and an increase for growing up business "n

Marketing Automation for the People

Content marketing has become one of the most valuable and effective methods for consumer engagement, far outpacing the traditional strategies many businesses have come to rely upon. According to recent studies, 70% of internet users would rather learn about a product or service through content versus traditional (print, TV, radio) advertisements (Cision). Are you taking…

On The Move – July 19, 2022

July 15, 2022 – Effective Date of Change Guaranty Income Life MYGA Guaranty Rate Lock 3 10,000+  3.85% Guaranty Rate Lock 3 100,000+  3.95% Guaranty Rate Lock 3 250,000+  3.95% Guaranty Rate Lock 3 (Non MVA) 10,000+  3.60% Guaranty Rate Lock 3 (Non MVA) 100,000+  3.70% Guaranty Rate Lock 3 (Non MVA) 250,000+  3.70% Lincoln Financial Group Fixed Indexed Annuity Lincoln OptiBlend 10 10,000+ 1-Year S&P 500 5% Daily…

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Marketing Strategies for A Volatile Time

Today, record inflation and the biggest stock market slump since the onset of the pandemic are giving retirees good reason to be concerned about their portfolios. The downturn has wiped out an estimated $3 trillion from retirement accounts so far this year; recovery from the decline could take at least two years. While people who…

On The Move – July 11, 2022

July 11, 2022 – Effective Date of Change Global Atlantic Financial Group Fixed Index Annuity: Choice Accumulation II 10 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 7.50%  1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.20%  2 Year BlackRock Diversa Volatility Control w/ Spread:  1 Year Fixed Rate:  Rate 3.00% 1 Year MSCI EAFE Point to…

On The Move – July 5, 2022

July 1, 2022 – Effective Date of Change Delaware Life Fixed Index Annuity: Retirement Chapters 10 25,000+ 1-Year S&P 500 Point to Point with Cap Rate:  Cap 6.00%  1-Year Momentum Asset Allocator 5.5% VC with Participation Rate:  Part Rate 100% 2-Year Momentum Asset Allocator 5.5% VC with Participation Rate:  Part Rate 110% 1-Year Fixed Account:  Rate 2.50% 1-Year S&P 500 Annual…

On The Move – June 29, 2022

June 27, 2022 – Effective Date of Change American General Life Insurance Company Fixed Index Annuity: AG Choice Index 10 25,000+ 1 Year S&P 500 Annual Point to Point:  Cap 7.50%  1 Year Fixed Account:  Rate 3.00% 1 Year S&P 500 Annual Point to Point Participation:  Part Rate 42% 1 Year Russel 2000 Annual Point to Point:  Cap 6.75%  1 Year…

On The Move – June 21, 2022

June 21, 2022 – Effective Date of Change Great American Life Insurance Company Fixed Index Annuity: American Landmark 3 50,000+ 1 Year S&P 500 Annual Point-to-Point with Cap:  Cap 6.25%  1 Year iShares U.S. Real Estate Annual Point to Point with Cap:  Cap 6.65%  1 Year iShares MSCI EAFE 1-year point-to-point with cap:  Cap 6.250%  1 Year Declared Rate Strategy:  Rate…