Blog

June 8, 2018

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 for the client. ThinkAdvisor | May 28, 2018  |  by Maria Wood  | read the online version of this article As president and chief executive officer… Read More

March 14, 2018

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. (WealthManagement.com) Diana Britton | Mar 07, 2018  |  read the online version of this article Advisors have long had a love/hate relationship with annuities. But with bond… Read More

February 19, 2018

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 who their customers are and what they want and need. They have an expert level of knowledge of their products and services and know how… Read More

December 19, 2017

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 years ago, 30 years ago, and what changes may lie ahead. 30 years ago in order to be successful in brokering business you needed a toll-free… Read More

December 12, 2017

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 based on an index, such as that of a stock market. At the end of a contract year, if the index has increased, some or… Read More

November 28, 2017

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. The rule would postpone from Jan. 1, 2018, to July 1, 2019, the applicability of a legally binding contract between brokers and retirement-account clients that requires brokers… Read More

November 22, 2017

Help Millennials Understand, and Use, the New Life Options

Although millennials may not exactly fit what we think of as a traditional customer for life insurance coverage, they’re known for being financially savvy and having an interest in protecting their financial future — two attributes that lend themselves to receiving sound financial guidance. Read the rest of the article here. This is an excerpt from an article written… Read More

November 6, 2017

InSource Executive Shares Foundational Tips for Entrepreneurs

InSource President Jim Nickens was featured in the INDIANA MINORITY BUSINESS MAGAZINE THIRD QUARTER 2017 Formula for Success: Executive Shares Foundational Tips for Entrepreneurs By Keshia McEntire IN ORDER FOR NEW BUSINESS VENTURES TO run smoothly, it is essential for entrepreneurs and small-business owners to have well-laid plans and properly allocated funds. Fortunately, experts like Jim… Read More

October 30, 2017

New annuities sparked by fiduciary rule ‘disruption’

The fiduciary rule has helped drive a slump in annuity sales, but products emerging in its wake could reverse the downward trend, experts say.  The space has seen big changes. In the third quarter, sales dropped to their lowest level since 2001, according to the LIMRA Secure Retirement Institute. Fixed sales outpaced those of variable… Read More

October 24, 2017

Apple Watches offered for $25 in partnership with JH’s Vitality

Heavily-discounted Apple Watches will be available to all of John Hancock new and existing members of its Vitality program beginning November 6, 2017. There is an initial activation fee of $25, then going forward customers can earn the device for free through regular exercise activities. According to a recent article from CNBC: The program offers… Read More