For Clients’ Sake, Take Control
If there is one singular lesson I have learned from 45 years in the insurance and financial advice business, it is to motivate the public to buy insurance when they […]
Denise (Admin)
About Denise (Admin)
Posts by Denise (Admin) Reiter:
2 Minutes of Value: 9/10/2018 Market Commentary
Val Adding 2 Min of Value < 2018-09-10 Market Commentary from Valerie Doyle .
Deck’s Blog: What your clients really want
As we conclude the first half of 2018 and look into the crystal ball for the next 6 months, it is apparent that an increase in interest rates has given […]
6 Questions for Sheryl Moore, a Life and Annuity Tracking Rockstar
Here are 3 things Sheryl Moore watches for as clues about what will happen to index life and annuity products. She wonders how a salesperson can actually identify the best annuity […]
Ibbotson: Fixed Indexed Annuities Beat Out Bonds
In his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near future and smooth the return pattern of a portfolio. […]
Annuities are the cure for a risk-infected retirement
Successful salespeople do not see themselves as “salespeople,” nor do they act like them. Instead, they believe they are experts who take a consultative role with their customers. They understand […]
Power Testimonials
I was hyping you up to our FA…Told him you’re the best internal in the business… -Joe. S
2017 Milestones: Looking ahead to 2018
2017 brought about the celebration of the 30th anniversary of our company. Now that it is the holiday season, it’s a great time to reflect on the last year, 10 […]
The Rise of the Volatility-Controlled Annuity
ThinkAdvisor by Chris Conklin A look at a different way to manage investment risk: The appeal of an indexed annuity is that it is a savings vehicle which credits interest […]
Delay of DOL fiduciary rule enforcement mechanisms now final
InvestmentNews by Mark Schoeff, Jr. The Department of Labor released a final rule Monday that would delay implementation of the enforcement mechanisms of its fiduciary duty regulation until the middle of 2019. […]
