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June 15th, 2020

One of the things that independent agents who are new to providing solutions for retirement planning issues find surprising is how versatile Fixed-Income Annuities can be. They can be used as a vehicle to accumulate a legacy meant to be passed on, or in order to provide a steady source of income, and since most carriers have an income rider that continues providing for life they’re a unique solution for providing guaranteed income during someone’s retirement years.

May 19th, 2020

With all the crazy times we are going through, including the ups and downs of the economy, I wanted to remind everyone about the products we offer that will keep your money safe regardless of market fluctuation. Whether your clients are simply accumulating a legacy or are planning for a stable source income for their retirement years down the road, now is a perfect time to investigate the various options annuities provide.

We have products that will give you the gains of the market without the losses and if you just want a product that will give you a safe simple guarantee return every year, we can help with that also. We even have some products with rates that made my eyes bulge when I saw them. 

May 19th, 2020

Last month I introduced you to the new LASSO MSA Group Medicare Product and about how employers can reduce their overall group health care cost by providing an MSA benefit to its Medicare-eligible employees. I want to expand on this topic a little more this month.

Please be aware, all you need to market this product is a willingness to recognize this as a unique opportunity. It’s pretty easy to realize that these are trying times on the US economy and with this product can and will help employers substantially reduce their overhead. Today, you have an opportunity to potentially save someone’s job, maybe even someone’s company. Agents marketing this product today are on the ground floor and there is no other product like it in the US for senior group health benefits.

May 19th, 2020

I really hesitated to write an article that referenced Coronavirus or COVID-19. If you are like me, you are probably sick of hearing about it and just want things to get back to normal.  No more emails, articles, news stories, Facebook posts, face masks, quarantines, webinars……the list goes on.  We want our friends and family to be safe. We want to visit our friends and family.  We want to go to restaurants. We want our sports back.  We want to get back to work.  We want normal!

May 19th, 2020

Employers of all sizes struggle with already high and ever-increasing costs to provide healthcare and prescription drug benefits to their employees. We’ve seen employers forgoing group healthcare plans altogether, opting instead to provide a stipend to the employees to purchase their own care. As an employer, providing a benefit such as healthcare is completely necessary to attract and maintain good employees. However, without question, any business owner would welcome a conversation on how to reduce their bottom line.

May 19th, 2020

 I feel like we may overcomplicate what we really need to keep simple. What if you took the matter of fact approach: Are you planning to live a long life? Are you planning to not outlive your retirement income? If that’s the case, then maybe we should talk about long-term care planning. Not because you are going to the nursing home or want to plan for that, but longevity can impact your future income and where it will be spent. If healthcare technology is moving at lightning speed and the Medicare Board is optimistic that future improvements might increase efficiency and decrease costs then it would be safe to assume that diseases and conditions that aren’t curable or treatable today, may be handled routinely in the future.

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