Tag Archives: Annuity

A month on the road

Brendon shares insights from a month of travel and his takeaways from various carrier and MDRT conferences. Continue reading

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LFG’s Optiblend

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Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want … Continue reading

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June is Annuity Awareness Month

Happy Throwback Thursday! Rates are always changing but the concepts don’t, let us know if we can help you help your clients.

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C-L-A-T

Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading

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The Weekly Brew- Secure Retirements

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The Weekly Brew- April 3, 2017

Quarter 2 marks the end of tax season and the peak time of year for CD renewals. Check in with your clients and with a fresh idea. Continue reading

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The Weekly Brew- Covering LTC costs

Several ideas for ways to cover the costs of long term care and protect client assets Continue reading

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Election Periods

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