How many clients contributing to their retirement savings with pre-tax dollars expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and how a Roth conversion can provide valuable tax-free dollars both in retirement and for heirs. […]

Designed to give clients confidence they can reach their retirement goals, Nassau Bonus Annuity Plus℠ offers competitive total accumulation potential, powerful options for growth potential, and enhanced control over savings.² Discover how Nassau Bonus Annuity Plus can help clients: Capture the positive performance of three market indices to grow retirement savings³ Address liquidity needs with 5% annual […]

With our launch of Nassau Bonus Annuity Plus℠, we have even more ways to help your clients grow their retirement savings! You now have a broad range of accumulation-focused strategies to offer, including: Nassau Growth Annuity®: a pure growth potential play with higher crediting rates, 10% annual free withdrawals¹, and 7- or 10-year surrender charge […]

Join us for 10-Minute Mondays, a webinar series exclusively for financial professionals. In just 10 minutes you’ll learn how to grow your business with the foundation of a new strategy and the typical client profile. This event is for financial professionals only.   Webinar Information:  Attention - there is no dial-in for this webinar. Audio […]

Join Michael Finke, Professor and Frank M. Engle Chair of Economic Security, The American College of Financial Services, for insights into goal-based retirement planning. You’ll learn about: Developing customized retirement income plans through a goal-based process Managing lifestyle volatility, not just portfolio numbers Understanding lifestyle tradeoffs related to investment and longevity risk

This is your last chance to register for this must-watch webinar with the founder of Crazy Good Talks®, Deirdre Van Nest. View the video below as Deirdre shares her excitement about this event, and why you won't want to miss it. In this interactive presentation, you will: Discover why every time you speak, you’re auditioning for […]

In 2024, Lincoln’s MoneyGuard® is more committed than ever to providing competitive and unique solutions for clients, robust value-add content to grow your business, and a professional partnership that aligns to delivering the best experience possible. This year, be on the lookout for exciting news, announcements, and opportunities that will demonstrate our #commitment to you […]

Did you know that two-thirds of "peak boomers" (the largest segment of baby boomers born from 1959 to 1964) will be financially challenged in retirement?¹ Learn how Nassau Fixed Indexed Annuities (FIAs) can help provide solutions, including: Guaranteed lifetime income options to help supplement Social Security or other retirement income sources² Jumpstarting retirement savings with up to […]