Category

August 2019

Category

Protecting Retirement Income From the Reality of an Early Loss

There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives. Luckily, adding a source of guaranteed income can help.

September is Life Insurance Awareness Month

Life Insurance Awareness Month (LIAM) is quickly approaching! By incorporating life insurance into your conversations this September, you can easily build your book of business with new clientele and conduct policy reviews with existing clients.

Policy Revisions Commission Guidelines

We have updated our Policy Revisions Commission Guidelines to include internal replacements associated with our most recent acquired company, Great-West Life & Annuity Insurance Company. These commission guidelines will be effective August 1, 2019.