Annuities Can Help Retirees Avoid These Major Risks
Retirement is a time of relaxation and enjoyment but comes with its fair share of financial risks. Financial professionals must guide our clients toward a secure and worry-free retirement. We understand the importance of helping them navigate the challenges and...
Living Benefits Sales Up: Learn How They Enhance FIAs
As interest rates spiked in the first quarter of 2023, carriers offered more liberal payouts, spurring a significant rise in the sale of indexed annuities with guaranteed living benefits. While Limra has predicted in previous forecasts that the FIA market will...
Secure Act 2.0 & What It Means For Your Annuity Business
The Secure Act of 2019 caused a lot of headaches in the insurance industry as most carriers stopped doing non-qualified stretch annuities, and it got increasingly harder to place inherited funds for your clients. While Secure 2.0 unfortunately does not help with that,...About Author
Nathan Herzog
Nathan Herzog is Senior Account Manager at DFS Marketing, working closely with top producing agents to help protect their client’s retirements. He also holds an active life license, and does personal production himself when out of the office, so he can always put himself in the shoes of the agent.
