GCU of USA’s Post

Find DPL's John Watson, MBA and Tyler Caummisar at the FPA Norcal Conference today! Learn more about the power of fee-based annuities and how you can incorporate them into your practice. #FPA #FPANorCal #FinancialPlanning

June is National Annuity Awareness Month! Prosperity Life and our partners can help educate you on the several types of annuities that are designed to make the difference for you and your valued clients. #MYGA #ProsperityLife #SelectChoice #SelectChoicePlus #SafeSolution #WealthSecure

Recently, I had the chance to speak to @Pam Sheehan with @aspiremagazine about the opportunity to turn taxable gains into a tax-free LTC benefit. Empower your clients to use existing non-qualified annuities to pay for potential LTC expenses—tax-free—with the possibility of instant approval. Learn more in this article and reach out to me or one of my team members to learn more. #LongTermCare #FinancialProfessionals #TaxPlanning #LTCBenefits #Annuities https://lnkd.in/ex-GRniz

Have you ever questioned why your back-tested FIA historical returns are high? I am not an FMO or an IMO, I will not try to recruit you. But, I run a software company that many FMO/IMO's have access to. If you sell Fixed Indexed Annuities, ask your FMO for an Indexalyzer report with Retro Pricing to show a closer representation of what your clients' actually experience. If they can't get it for you, call me at (260) 333-0007 or message me on Linkedin and I will run it for you! #fixedindexedannuities #annuities

Happening Now! Ross McGoodwin and Martin Nitzken are at the FPA GA regional Symposium. Stop by our booth to learn about the power of fee-based annuities and the impacts they can have on your clients' portfolios. #FPAGA #financialplanningassociation #wealthmanagement

Happy #AnnuityAwarenessMonth! When asked which type of annuity advisors would most likely recommend to clients, fixed indexed annuities topped the list. And as people continue to seek solutions offering both protection and growth, FIA sales are expected to reach record levels in the coming years, according to LIMRA’s annuity research. Learn more >> https://zurl.co/jRrj #RetirementPlanning #FIAs #Annexus

The Society of Actuaries Research Institute and LIMRA have completed the most up-to-date study of fixed rate deferred annuity surrender experience. The results include analysis of surrender rates and can be used by actuaries in the management of their own fixed rate deferred annuity surrender business. Learn more about this vital resource for actuaries working with annuities. Website: https://lnkd.in/g7rEbEHM #SOA #research #actuaryresearch

#RIAs, even if you haven’t recommended annuities, your clients may still own them. And those older annuities may no longer serve their original purposes. Carefully evaluate an advisory annuity to see if it better supports your client’s current needs. https://bit.ly/3wJ25d6

#RIAs, even if you haven’t recommended annuities, your clients may still own them. And those older annuities may no longer serve their original purposes. Carefully evaluate an advisory annuity to see if it better supports your client’s current needs. https://bit.ly/3WJuSsE

Join our upcoming CE webinar on August 6th at 2 PM EST for a deep dive into Registered Index-Linked Annuities. We’ll discuss various topics including: how RILA’s work, the differences between “floor” and “buffer” annuities, and the risk profiles of clients that may benefit from adding a RILA to their portfolio. Don’t miss out! #CEwebinar #RILA https://lnkd.in/gxx9-32q