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. […]
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 — […]
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 […]
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. […]
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 […]
Tailoring Annuities to the Needs and Wants of Your Clients
The first step is to conduct a thorough fact-finding mission. By Chris Conklin When I first started my career, a mentor told me that the key to success in selling […]
InSource President appointed to BISA Committee
Jim Nickens Appointed to the Bank Insurance & Securities Association (BISA) Diversity Committee Indianapolis, IN, – Jim Nickens, President of InSource, Inc., a family-owned insurance brokerage firm based in Indianapolis, […]
Post-DOL rule 2017
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 […]
2017 and Beyond
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 […]
