Retirement 1.0 is Obsolete — Time for an Upgrade
Imagine trying to run today’s business on a 2015 operating system — slow, clunky, and completely out of sync with reality. You wouldn’t accept that kind of lag in your technology. So why let your clients run their retirement plans on outdated annuities? Retirement strategies, like software, need updates. And right now, most clients are […]
THE PERFECT STORM: Why Now’s the Ideal Time for Annuity Refinancing
As a financial advisor, you’re no stranger to the changing tides of the market, and right now we’re in what many are calling a “perfect storm” for annuity refinancing. With interest rates much higher than just a few years ago, surging market values, and evolving product features, there has never been a better time to […]