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Adding the four-letter word to "tax"

December 14, 2020

In March 2011, David Walker declared on national radio that income tax rates in our country would have to double. Otherwise, we’d go bankrupt. Bummer, huh? So, who is David Walker more...

Why today's tax fire sale probably won't last for long

September 21, 2020

It’s everyone’s favorite topic! Most likely to complain about, that is. Some people look at taxes as a necessary evil. Others view it as a civic duty. No matter where you stand, more...

A ticking tax time bomb? What your clients need to know about the SECURE Act and inherited IRAs

September 01, 2020

Imagine you’re in the middle of playing an intense game of baseball. Both teams are tied in the bottom of the ninth inning. You’re on the mighty home team, and you have a runner on more...

Risky business: How sequence of returns can make or break your client’s retirement

byStacy Berenguel

August 25, 2020

Sequence of returns risk, or sequence risk, analyzes the order in which returns occur. Poor returns during your distribution years can do lasting damage to your long-term retiremen more...

The truth about IUL bonuses and multipliers

August 10, 2020

Indexed universal life (IUL) bonus credits and multipliers have been in the spotlight for quite some time. While attractive on the surface, advisors need to consider the reality of more...

The battle to break even

byStacy Berenguel

June 24, 2020

2020 has been a crazy ride. From COVID-19 and extreme market volatility to social unrest and the presidential election, there’s a lot going on. How can advisors and their clients c more...

Peak Pro(file): Getting to know Jane Upton

June 12, 2020

Peak Pro(file): Getting to know Jane Upton If you want to talk to the "brains" behind Peak Pro Financial, then you need to connect with Jane Upton. With more than 30 years' experie more...

Market volatility: How low will we go?

byStacy Berenguel

April 13, 2020

It's the one thing on almost everyone's mind. With COVID-19 cases on the rise and the stock market in a tailspin, advisors and clients alike are wondering when everything's going t more...

Peak Pro(file): Getting to know Nick Lowitt

byStacy Berenguel

April 10, 2020

Many of our advisors know Nick Lowitt, Senior Managing Sales Development Advisor, pretty well. Hard-working, ultra-determined and disciplined, Nick is one of Peak Pro Financial's g more...

The CARES Act: A quick primer on RMDs

April 06, 2020

By now, many of your clients have heard about the COVID-19 relief bill that was signed into law in late March. The Coronavirus Aid, Relief and Economic Security Act, also known as more...

Marketing in the age of coronavirus

March 11, 2020

What a week. We woke up the morning of Monday, March 9th, to a thunderous market storm. First, we heard about oil plunging a whopping 24%, its worse day since 1991. Saudi Arabia sl more...

5 reasons to attend AMP

December 18, 2019

We know we've been making a big deal about Advanced Market Planning (AMP). Why? Well, because this is going to be one of our best AMP programs yet! We've been working for months, f more...

The LTC advantage

November 21, 2019

There are a lot of misconceptions around long-term care (LTC) these days. And unfortunately, these myths are holding back many advisors and clients from incorporating LTC as a fund more...

IUL know-how: The index crediting game

October 24, 2019

Since the advent of AG 49, many carriers have tried to find creative ways to increase the illustrative crediting rate of their products. Essentially, illustrations are required to more...

IUL know-how: What is arbitrage, exactly?

September 15, 2019

As financial professionals, we know that one of the biggest problems in retirement is the fact that every time you spend a dollar, you lose a dollar. If you have $10 in your retire more...

Annuities: What really happens when interest rates bounce back?

August 22, 2019

Over the past couple months, the news cycle has been blasting headlines about interest rate cuts. Well, the Fed reduced rates in late July—the first time in over a decade. And now more...

Do you really need to prospect?

August 06, 2019

Prospecting is a grind. From endless calls to dead-end conversations, the constant process of building your pipeline and developing clients can be downright challenging and dishear more...

NEW REPORT: The most common annuity pitfalls

July 23, 2019

Let's face it. Too many financial professionals are falling victim to the annuity rider trap. Meanwhile, their production continues to drop and clients are stuck in annuities that more...

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