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February 2, 2024
Economic predictions heading into Q4 were frosty, but 2023 ended much better than expected. Many factors threatened economic health such as the war in Ukraine and interest rates. Read more about how the market fared and what that means for the coming year.
February 2, 2024
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.
February 2, 2024
Applying to industry organizations for recognition this year? Let us help you out. Check out how we can support your career journey.
January 2, 2024
We ventured into the FIA market space some 15 years ago. Since then, we’ve grown our portfolio. Find out how we continue to expand in that space.
January 2, 2024
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
January 2, 2024
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
December 4, 2023
Here’s the story of the annuity industry in seven scenes, each introduced by a famous line from a movie. Grab some popcorn, take a seat and enjoy the show.
December 4, 2023
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.
December 4, 2023
Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.