Rethinking the 60/40 portfolio
High interest rates and a volatile equities market have combined to create an environment that potentially threatens the classic 60/40 portfolio. We’ve compiled the tools you need to start a conversation with your clients about rethinking this traditional strategy.
Your Thriving Practice podcast: Explaining Secure Act 2.0
Secure Act 2.0 was signed into law late last year, so we're revising the topic on the latest episode of the Your Thriving Practice podcast. We break down the key provisions and what the bill could mean for producers and clients alike.
Innovative products for your clients’ financial goals
We create innovative, competitive, and practical products that are designed to fit the financial goals of your clients – and help you deliver them the value they expect from their financial professional. Here are just some of the types of products we offer.
Fixed Index Annuities
A fixed index annuity (FIA) can give your clients growth potential for their retirement savings but without the risks associated with a down market. And some FIAs are designed to give them guaranteed lifetime income.
Our fixed annuities can offer your clients locked-in growth opportunities with competitive fixed rates. We also offer a fixed annuity that offers your clients the opportunity for more money towards qualified long-term care (LTC) expenses.
Indexed Universal Life Insurance
Our Indexed Universal Life Insurance (IUL) polices can offer your clients an income tax-free death benefit, while providing upside accumulation potential with downside protection.
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