by Nathan Herzog | Aug 29, 2023 | Annuities, Nathan Herzog
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...
by Nathan Herzog | Feb 16, 2023 | Annuities, Nathan Herzog
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,...
