Client Customization: Using Riders To Make Fixed Indexed Annuities Fit Your Clients’ Needs
Offering clients the right information and education regarding fixed-indexed annuities (FIAs) is important when learning more about their specific needs. A variety of riders exist. Learning about each will put you in a stronger position to match the right need with...
Winning & Losing Annuities of 2022: Fixed-Indexed vs. Variable Annuities
During the economic fallout of the COVID-19 pandemic, more and more people sought safe ways to protect their retirement savings. That trend continued into 2022, driving the annuity market to record highs. Register to read entire article or Username Password Remember...
Reinforcing Retirement: Helping Your Clients Make Sure Their Savings Don’t Run Out
Running out of money is a major concern for retirees. With pensions becoming a thing of the past, a paycheck (or a “play-check”) for life is becoming increasingly more important. As an advisor, your retired clients are looking to you for guidance and help in...
Planning Your Pension Withdrawals: Lump Sum Payout vs. Monthly Payments
About Author Jack Carlton Jack has worked with DFS Marketing going for 3 years plus now. It was his first job out of college. Jack started out at an admin position, helping run proposals and pull applications. Thanks to having a great mentor in Jamie Eisenman (DFS...About Author
Jack Carlton
Jack Carlton is Head of Case Design at DFS Marketing and has served in this role since 2019. He holds a Bachelor’s in Criminal Justice and Political Science from Sam Houston State University in Huntsville, TX.
Connect with Jack on LinkedIn.
