Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape Understand key factors needed in any retirement income planning process Identify which factors are known and unlikely to change, and […]

Comprehensive Coverage At A Competitive Price   Fast case approval with instant decision Rapid underwriting ad policy issuance Competitively priced plans A dedication to best in class service   Did you know?   Sixty-six percent of Americans are worried about rising healthcare costs in retirement¹ About 4.1 million Americans are turning 65 this year and […]

How many clients contribute to their retirement savings with pre-tax dollars and 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 why now may be a key time to discuss them with clients. Basics of a […]