May 31, 2022 – Effective Date of Change Global Atlantic Financial Group Choice Accumulation II 10 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.50% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.20% 2 Year BlackRock Diversa Volatility Control w/ Spread: 1 Year Fixed Rate: Rate 3.00% 1 Year MSCI EAFE Point to Point with Cap: Cap…
Real-time marketing activities can show that you are a reliable source of information and assistance The last two years have seen a whirlwind of events and actions that have directly impacted consumers’ personal finances. The coming months are likely to bring more. The question is, how are you going to respond? Responding quickly to current…
May 10, 2022 – Effective Date of Change Protective Life Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap: Cap 3.85% 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 19% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 3.60% 1-Year S&P 500 Performance Trigger: Cap 3.35% 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 79%…
May 02, 2022 – Effective Date of Change Global Atlantic Financial Group Fixed Index Annuity Choice Income II 10 with Income Multiplier Benefit 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 5.00% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.40% 1 Year Fixed Rate: Rate 2.40% 1 Year MSCI EAFE Point to Point with Cap: Cap 5.00% …
April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The story behind CD Replacement Month highlights how major economic events can leave…
For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better. Inflation is at an all-time high, the Federal Reserve just raised interest rates, and the economy is still in a state of tumult. Now more than ever, people need accurate and trustworthy financial advice. This is where…
While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. Your whales. These are the prospects that could take your practice to the next level, either through career cases or high-value lifetime planning opportunities. Because of their stature and the difficult nature of converting…
Ascend 2022 is officially in the books. IAMS’ second-annual virtual kick-off brought some of the top experts in the financial industry together in one place; we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics.…
Facebook, despite the seemingly constant barrage of controversy, isn’t going anywhere anytime soon. Not only is Facebook here to stay, it’s poised for continued growth as we move into 2022. A recent poll found that 79% of marketers bought paid advertising on Facebook. And 50% of them plan on increasing their investment in the platform.…
Digital marketing is always evolving. This has been especially true over the last two years. As we move into 2022, many of the new marketing techniques we adopted early on during the pandemic have become commonplace. For agents and advisors specifically, there are a few trends that should play a huge role in your 2022…
