LATEST POSTS
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,
A ticking tax time bomb? What your clients need to know about the SECURE Act and inherited IRAs
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
Risky business: How sequence of returns can make or break your client’s retirement
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
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
The battle to break even 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. Once you
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
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
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
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
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
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
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
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
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
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
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
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
