Sequence Of Returns Risk

TURNING RISK INTO OPPORTUNITY Markets are unpredictable (shocking… right?). They soar one year and tumble the next. For retirees drawing, or about to draw, income from their portfolios, this unpredictability isn’t just inconvenient; it’s dangerous. It’s called Sequence of Returns

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SECURE ACT 2.0 – 4 THINGS YOU NEED TO KNOW NOW

In December 2019, the original SECURE Act was passed, bringing significant changes to the post-death tax treatment of qualified retirement accounts. Now, in its new Final Regulations of the SECURE Act 2.0 issued on July 18, 2024, there are more

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A Solution for Stability

As we wrap up 2024, it’s clear the Indexed Universal Life (IUL) market continues to gain serious traction. LIMRA recently reported that the IUL market saw $3.7 billion in new premium in 2024 alone, with a significant portion directed toward

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‘Tis the Season to Talk Life Insurance and Long-Term Care

Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. Reviews before the holidays give your

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