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4 Retirement Gaps Your Clients May Be Overlooking

4 Retirement Gaps Your Clients May Be Overlooking

by Nathan Herzog | Feb 16, 2024 | Accumulation & Retirement Income, Nathan Herzog, Wealth

Despite meticulous planning and saving, many retirees stumble into unforeseen financial pitfalls in retirement. As a financial professional, you can help your clients identify and address unforeseen gaps in their retirement plans before they become costly surprises....
Annuities Can Help Retirees Avoid These Major Risks

Annuities Can Help Retirees Avoid These Major Risks

by Nathan Herzog | Dec 20, 2023 | Nathan Herzog, Protection/Income, Wealth

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

Living Benefits Sales Up: Learn How They Enhance FIAs

by Nathan Herzog | Aug 29, 2023 | Nathan Herzog, Protection/Income, Wealth

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

Secure Act 2.0 & What It Means For Your Annuity Business

by Nathan Herzog | Feb 16, 2023 | Nathan Herzog, Protection/Income, Regulatory, Wealth

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,...

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