Mutual of Omaha Retirement Services Announces Retirement Right℠

July 27th, 2021|

Mutual of Omaha Retirement Services, a division of Mutual of Omaha Insurance Company, announces their enhanced employer-sponsored retirement product – Retirement RightSM. The upgraded Retirement Right product includes more pricing options for

Home Depot vs Lowe’s?

July 13th, 2021|

Let’s say that you are a contractor, and you are considering partnering with Home Depot or Lowe’s for your building supplies. In your negotiations, Home Depot offers a 35% kickback of everything you spend

The Investor Advantage Pro Series Is Here

June 29th, 2021|

Lincoln’s Investor Advantage investment only variable annuity was one of the strongest of its kind on the market, and with the addition of “defined outcome funds,” it just got more appealing. With the success

Great American Product Update

June 23rd, 2021|

Great American recently updated their RILA product line in order to provide even higher caps than available on their original Summit 6, Frontier 5, and Frontier 7 product offerings. With only a couple other

SEI American Funds Strategies

June 7th, 2021|

Managing wealth—what once seemed like a straightforward proposition—has grown ever more complex. Goals that were clear and within reach now appear muddled and distant. Each investor has unique life goals, requiring your financial advice

A True Variable Annuity with “RILA-Like” Options

May 28th, 2021|

Delaware Life just released a new variable annuity contract that has about everything on the market in one contract. The Accelerator Prime variable annuity from Delaware Life has eight benefit options for you to

Hedging the Downside at No Cost

May 21st, 2021|

The RILA market continues to soar at The Leaders Group! If you are not familiar with these types of contracts, many of them provide clients with an opportunity for market participation, a buffer against

AssetMark: Making the Transition to Fee-Based Business Easy!

May 10th, 2021|

AssetMark, Inc. offers unique asset management solutions and practice management consulting to help you grow your practice and develop long-lasting client relationships. In fact, they will actually send someone out to your office (virtual

John Hancock Strengthens Protection VUL Offering

April 30th, 2021|

If you are in the VUL marketplace and have not taken a recent look at John Hancock, now might be a good time to do so.  John Hancock recently strengthened their long-term guarantee on

Looking at Returns Through A Magnifying Glass

April 16th, 2021|

Returns “through a magnifying glass” is what the Athene Amplify contract is all about. What does a magnifying glass do? It makes things larger than they would otherwise be if you were not using

One of The Top Money Managers in The Business

April 12th, 2021|

Mariner is a true turnkey solution for a fee-based account with an RIA fiduciary asset management provider. Mariner delivers active asset management coupled with best-in-class technology. This means you and your clients enjoy the

Introducing Nationwide’s Defined Protection Annuity

March 29th, 2021|

The Nationwide Defined Protection Annuity has an interesting design to it and in certain situations can be a great option for those wanting to participate in the market and have a predetermined stop-loss built

Introducing Retirement Right℠!

March 16th, 2021|

I am excited to introduce Retirement Right to all of you that currently work in the 401(k) space and those of you considering adding the 401(k) space to your current business model.  Retirement Right

SEI American Funds Strategies

March 15th, 2021|

Managing wealth—what once seemed like a straightforward proposition—has grown ever more complex. Goals that were clear and within reach now appear muddled and distant. Each investor has unique life goals, requiring your financial advice

AssetMark: Making the Transition to Fee-Based Business Easy!

February 10th, 2021|

AssetMark, Inc. offers unique asset management solutions and practice management consulting to help you grow your practice and develop long-lasting client relationships. In fact, they will actually send someone out to your office (virtual