Here's a new years resolution for the insurance world... let's retire the "401k vs IUL" graphics and "FIAs are safe, markets are risky" stories. They're embarrassing our industry.   You've seen t

Happy New Year! If you're looking to get 2026 off to a fast start, this month's annuity landscape has plenty to work with. Fixed rates are strong, indexed caps are among the highest we've seen heading

If you'd like to attend or would like a recording of the webinar, please register to attend here: WealthBox + BackNine Integration Webinar

Submitting annuity business doesn’t need to be complicated. Inside BOSS, we use an integrated FireLight® e-application workflow to help agents move from application to submission efficiently, accurate

Broker World Magazine just published an article I wrote about State Partnership programs for Long-Term Care Insurance. Soon, I expect the 2025 annual Milliman LTCi Survey (which I've authored since

In today’s environment, advisors are having more conversations than ever around “safe money” planning. Between volatile markets, shifting rate expectations, and clients holding record levels of cash,

Ever felt that awkward silence right after you introduce yourself on a cold call?   You’re not alone. Most sales calls never make it past the opening line. Not because the product or idea isn’t gr

If you’re still treating annuities as a niche tactical play, it’s time to rethink—fast. The U.S. individual-annuity market just hit a new milestone: total sales surged to $119.5 billion in Q3 2025, up

With today’s Fed rate cut, the “safe money” landscape just got a little murkier. As banks scramble with lower deposit yields and Treasury rates inch downward, your clients still need reliable places t

Incomplete eApps that haven’t been updated in over one year are automatically locked for security purposes. When this happens, users won’t be able to access the eApp using only the link and birthdate.