Annuity
North American Annuity “Client-friendly risk calculator & personalizable worksheet”
Are you striking the right balance? As consumers are nearing retirement, balancing financial risk in an ever-changing market can be challenging. And yet everyone has a different appetite for risk. […]
Annuity Awareness Month!
Educational guide on accumulation and fixed index annuities (FIAs) June is Annuity Awareness Month, and it’s a great time to share the recently refreshed Balanced Accumulation brochure with your clients. It shows […]
New Morgan Stanley Dynamic Global Index Available!
The new exclusive North American Morgan Stanley Dynamic Global Index (MSDG) is now available. Powered by one of the leading global financial services firms and Fortune 500 companies, the Morgan Stanley Dynamic Global Index is […]
New DOL fiduciary rule – what it means for your business
Using business dollars to fund estate planning needs Hear from Danielle Pagán about a life solution that benefits your business owner clients. LifeComp® Split Dollar Limited Collateral Assignment offers business […]