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Many Boomers don’t really understand how insurance products fit in retirement planning; here is a simple & effective conversation.


The Iowa Insurance Division wants to combat advertising trends that seem to give consumers a false impression of annuities...


Most Guaranteed Lifetime Income Benefits are fully guaranteed, others not so much; does your client understand what they have?

There are No Baby Steps in Sales.

A majority of the five-member Securities and Exchange Commission (SEC) appears in favor of developing uniform fiduciary standards for stockbrokers that are in line with rules governing registered investment advisors...


Many agents avoid annuities with a Market Value Adjustment, but they are easy to explain and they improve the product.

There are No Baby Steps in Sales.
There are No Baby Steps in Sales.