On The Move – May 14, 2024

May 15, 2024 – Effective Date of Change AuguStar OrionShield 10 Premium Bonus 15,000+ OrionShield 10 Premium Bonus 150,000+ OrionShield 7 Premium Bonus 15,000+ OrionShield 7 Premium Bonus 150,000+ MYGA Integrity Life Insurance Company Integrity Indextra 5 15,000+ Integrity Indextra 5 – Two 15,000+ Integrity IndextraTM 10 15,000+ Integrity IndextraTM 10 – Two 15,000+ Integrity IndextraTM 7 15,000+ May 16, 2024 – Effective Date of Change Lincoln…

Rearview shot of a couple sitting in a meeting with their financial advisor, who is good at client communication.

Mastering Client Communication

Client communication is vital to a successful business Effective client communication lies at the heart of successful financial advisory relationships. As a financial advisor, your ability to build trust, maintain regular contact, and convey complex financial concepts in a clear and understandable manner is crucial. Here are some proven tips and best practices to elevate…

On The Move – May 7, 2024

May 8, 2024 – Effective Date of Change SILAC Fixed Indexed Annuity Denali 10 10,000+ Denali 10 (AK, CA, MN, MT, OH, OR, PA, UT, WA) 10,000+ Denali 10 (CO, DE, ID, IN, MA, MD, MO, NV, SC, TX) 10,000+ Denali 14 10,000+ Denali 14 (CA, IN) 10,000+ Denali 14 (CO) 10,000+ Denali 7 10,000+ Denali 7 (AK, CA, MN, MT, OH,…

On The Move – April 30, 2024

May 1, 2024 – Effective Date of Change AuguStar OrionShield 10 15,000+ OrionShield 10 150,000+ OrionShield 10 Premium Bonus 15,000+ OrionShield 10 Premium Bonus 150,000+ OrionShield 5 15,000+ OrionShield 5 150,000+ OrionShield 7 15,000+ OrionShield 7 150,000+ OrionShield 7 Premium Bonus 15,000+ OrionShield 7 Premium Bonus 150,000+ MYGA Delaware Life Fixed Indexed Annuity Growth Pathway 5 10,000+ Growth Pathway 5 25,000+ Growth Pathway 5 100,000+ Growth Pathway 7 10,000+…

On The Move – April 9, 2024

April 15, 2024 – Effective Date of Change Integrity Life Insurance Company Fixed Indexed Annuity Integrity Indextra 5 15,000+ Integrity Indextra 5 – Two 15,000+ Integrity IndextraTM 10 15,000+ Integrity IndextraTM 10 – Two 15,000+ Integrity IndextraTM 7 15,000+ Integrity IndextraTM7 – Two 15,000+ Integrity Life Insurance Company (Legacy) Fixed Indexed Annuity JourneyMark 10,000+ JourneyMark 5 10,000+ JourneyMark 7 10,000+ JourneyMark 7 w/ Cascade Rider 10,000+ JourneyMark 7…

Financial advisors reviews alternatives to CDs

CD Renewal vs Replacement

April is one of the biggest months for CD renewals. Despite low returns, untold amounts of money will roll back into CDs. This means lower spending power for those who rely on CDs for savings vehicles. So why are so many consumers willing to renew rather than replace? Reasons for Renewal Simply put, it’s convenient…