2020 – A Year Like No Other
Tweet Deck’s Blog 2020 – A Year Like No Other Over the holidays while reviewing a client’s file from 27 years ago, I noticed we had offered a product for sale that may have been the […]
Tweet Deck’s Blog 2020 – A Year Like No Other Over the holidays while reviewing a client’s file from 27 years ago, I noticed we had offered a product for sale that may have been the […]
History has not prepared us well as it relates to our pandemic health crisis. It is unprecedented to learn our best defense is to practice social distancing. That means, closing […]
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 […]
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 […]
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 mystery surrounding how to best work with the proposed DOL regulation changes is still not evident or clear. There are rumored delays, implementations by larger broker dealers happening in […]
Tweet As we complete another successful year in the life insurance and annuity business, it is apparent that interest rates may have finally come alive. This will have a positive […]
Tweet Long Term Care Insurance is one of the most sought after types of coverage by the public, yet the most difficult type of insurance to properly represent. The specific […]
Tweet (courtesy of Securities Industry and Financial Markets Association) Take a closer look at the facts regarding the Department of Labor’s (DOL) Fiduciary Proposal. As the DOL proposed Retirement Regulation […]
Tweet Ten months ago my comments focused on the fact that U.S. 10-Year Treasury interest rates were rising which would assist with better insurance offerings. As late as January 1 […]