Suitability Enhancements
Effective March 24th! Athene is improving their Firelight suitability experience to help reduce the amount of NIGO status updates! Their […]
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12 Biggest Suitability Factors
The Suitability Process is very nuanced and important when it comes to your contract being issued and approved. Here are
12 Biggest Suitability Factors Read Post »
Optimize Your Retirement
U.S. tax rates make up an unpredictable element that has fluctuated greatly throughout time. The top tax rate during World
Optimize Your Retirement Read Post »
New IRS and Insurance Carrier Requirements for Withdrawals
If you haven’t heard, effective January 1, 2023, the Internal Revenue Service (IRS) has revised the forms and instructions to determine
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How An Annuity Could Protect Your Clients From an Unknown Retirement Risk
The sequence of returns is an important concept to think about when it comes to retirement planning. It can mean
How An Annuity Could Protect Your Clients From an Unknown Retirement Risk Read Post »
F&G Trailsetter – Join Us to Learn More!
F&G is a reputable insurance carrier, they have recently dropped a new product they call the Trailsetter! The Trailsetter is
F&G Trailsetter – Join Us to Learn More! Read Post »