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[Client Handout] 2016 Tax Update with SummaryFebruary 2, 2016
Share these downloads with your clients to explain how the federal income tax works and how future tax changes would impact their retirement income and financial statement.
5 Misperceptions About AnnuitiesAugust 12, 2015
When it comes to FIAs, there are a lot of misperceptions. Download this free report to learn 5 misperceptions about FIAs and some facts that tell the true story.
The Potential Cost of WaitingJune 19, 2015
No one knows when interest rates will go up or by how much. Every year that your clients sit on the sideline, they could be losing out on interest earned. This free sales idea details the potential cost of waiting.
Retirement in America is ChangingApril 17, 2015
Now more than ever, it’s important to create a retirement strategy that takes into account not just what we know about the future, but what we don’t know.
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