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....
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...
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...
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,...
