by Chris Campbell | Jun 11, 2024 | Accumulation & Retirement Income, Chris Campbell, Wealth
The tried-and-true 4% rule for retirement income planning is getting a well-deserved rest. Recent Morningstar research highlights the benefits of dynamic spending strategies, which offer retirees more control and, potentially, a more comfortable retirement. Register...
by Chris Campbell | May 20, 2024 | Chris Campbell, Protection/Income, Wealth
High-net-worth individuals are constantly seeking strategies to safeguard and grow their wealth. Annuities have emerged as a popular choice due to their stability, tax benefits, and the creditor protection they offer, among other advantages. Annuities provide a secure...
by Chris Campbell | Mar 15, 2024 | Chris Campbell, Sales & Marketing, Sales Tips
Navigating sensitive conversations is a core skill for every insurance agent and financial professional. While delivering honest advice can be tricky, it’s essential for building trust and guiding clients towards sound financial decisions. Learn how to break bad...
by Chris Campbell | Nov 29, 2023 | Chris Campbell, Life, Regulatory, Wealth
As an active agent in life insurance and annuity sales, it’s crucial to be aware of the practice of “fronting,” commonly known as ghostwriting. This practice presents a significant compliance concern for both the agent and the carrier and is strictly prohibited by the...
by Chris Campbell | Sep 27, 2023 | Chris Campbell, Protection/Income, Regulatory, Wealth
The Biden administration has made a renewed commitment to investing in infrastructure, and that could have a big impact on the investments that back the life insurance policies and annuity contracts of our clients. Register to read entire article or Username Password...
by Chris Campbell | Sep 21, 2023 | Chris Campbell, Life
The insurance industry is in a unique moment in time. As Gen Z (ages 18–26) and millennials (ages 27–42) come of age, they’re able to shape the future of the industry. Recent data shows that insurance ownership has rapidly increased over the past year for Gen Z...
