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Adding the four-letter word to "tax"
December 14, 2020In 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, 2020It’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, 2020Imagine 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
August 25, 2020Sequence 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, 2020Indexed 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
June 24, 20202020 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, 2020Peak 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?
April 13, 2020It'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
April 10, 2020Many 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, 2020By 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, 2020What 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, 2019We 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, 2019There 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, 2019Since 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, 2019As 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, 2019Over 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, 2019Prospecting 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, 2019Let'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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