Financial Professionals

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Non-Financial Change for Group Healthcare Reimbursement (HRA)

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Portfolios, Elections & Interest Rate Volatility

David Byrnes, head of distribution for Security Benefit, wrote an article for Advisor Magazine about how annuities may offer portfolio stability during uncertainty.

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Guiding Your Clients With Their Retirement Accounts

The money in your clients’ company retirement plans may represent one of their largest single assets. When it comes time to retire or leave their employer, what are their options?

Calming Your Client's Election Jitters

Here’s why your clients shouldn’t be overly concerned about the impact of election 2024 on their retirement savings.

Is the Window of Opportunity for High Fixed Annuity Rates Closing?

Locking in a higher rate for a longer period amid projected lower interest rates by the Federal Reserve may be a prudent financial strategy.

Life Stage Investing for Your Clients

We have developed a set of value-add materials aimed at helping your clients understand their investment choices – no matter which life stage they are in.

Learn tips, best practices, and proven techniques to maximize client relationships and build your business.

Join Sandro Forte at Connect2Peers

Did you know many states have passed legislation requiring small businesses to provide retirement programs for their employees?

In the states where this legislation has passed, employees can access a state-run retirement program or the employer must offer an alternative retirement plan.

Introducing Annuities to Your Clients

Our value-add tools, including a seminar and sales ideas, help you educate your clients on how annuities can fit into their overall retirement plan.

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