Should Your Clients Cash Out Their 401(k) When Leaving a Job?
When it comes to retirement planning, many U.S. employees are making a costly mistake: cashing out their 401(k)s when they leave their jobs. New research shows that nearly half (41.4%) of Americans cashed out at least part of their 401(k)s when leaving their job — and...
Report: RIAs To Overtake Wirehouse Channels in Assets by End of 2025
The financial advisory industry is in a state of flux. In recent years, the wirehouse channel — which had been the dominant force in the industry — has seen its share of assets shrink and its headcount decline. But despite its contraction, the wirehouse channel has...
Using Client Appreciation Events To Grow Your Annuity Business
About Author advdemo1 view all articles by this contributor Client appreciation events are an excellent way to grow your business while having a good time. You’ll meet new people, gain valuable referrals and strengthen relationships with your loyal clients. Register...
Retirement Plus Multiplier Annuity Offers Unparalleled Buying Power, Performance Rates
About Author Austin James Austin joined V2 Financial Marketing as a recruiter in 2019. He thrives on meeting new people and building relationships. Because of that, he was one of the most successful recruiters in V2 history. He is currently Senior Annuity Wholesaler...About Author
Austin James
Austin joined V2 Financial Marketing as a recruiter in 2019. He thrives on meeting new people and building relationships. Because of that, he was one of the most successful recruiters in V2 history. He is currently Senior Annuity Wholesaler for V2, where he specializes in advanced annuity strategies, helping hundreds of agents all over the country.
Prior to joining V2, Austin founded a successful property management firm.
Connect with Austin on LinkedIn.
