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A Simple Illustration for Where an Annuity is a Fit

One of the most common requests I receive from my agents is for a simple, easy-to-explain, and easy-to-illustrate idea for helping clients understand exactly why they’re being presented with an annuity solution for their financial needs. For your next client who has...

A New Take on the Split Annuity Concept

You’ve heard it time and again from clients. You’ve read about it in dozens of articles and publications. There’s even statistical evidence to support it. All in all, you’re bombarded with the fact that clients today are concerned with income – particularly the...

Incorporating Your Passion into Your Profession

As children, we’re repeatedly told that the world is our oyster, and that we can be anything we want to be if we just put our best foot forward. After all, how many of us envisioned growing up to be professional athletes, musicians or entertainers? It wasn’t that we...

The truth about the fiscal cliff and our tax code

There is so much heat and so little light in the debate over how to avoid the “fiscal cliff.” I recently watched a Sunday morning news show in which the anchor played footage showing Speaker Boehner saying that tax rates should not be raised, and then watched her pose...

Introducing the new ATHENE Benefit 10

You’re probably familiar with the old saying, “He who fails to plan is planning to fail.” It seems true enough. Whether it’s hosting a birthday party, building a house or preparing for retirement, you wouldn’t think of walking through life with your eyes closed hoping...