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Positioning Whole Life as the Jump-Start Toward Financial Betterment

Positioning Whole Life as the Jump-Start Toward Financial Betterment

by Michael H. Greenstein | Jan 5, 2016 | Insurance, Whole Life

In our previous article, we introduced an approach aimed at getting retirees and pre-retirees to overcome inertia and take a key step towards achieving financial security in retirement.  In this article, we turn our focus onto younger individuals and families who...
A New Breed of Retirement Calculator for Sizing Up Income Annuities

A New Breed of Retirement Calculator for Sizing Up Income Annuities

by Michael H. Greenstein | Oct 6, 2015 | Income Annuities, Insurance

In our previous article — “Use Social Security Concepts to Validate and Sell Income Annuities” — we discussed how comparing an income annuity to Social Security retirement benefits could help clarify the real purpose and advantages of income annuities and also help...
Annuity Providers and Advisors:  Use Social Security Concepts to Validate and Sell Income Annuities

Annuity Providers and Advisors: Use Social Security Concepts to Validate and Sell Income Annuities

by Michael H. Greenstein | May 12, 2015 | Income Annuities, Insurance

Resistance to Income Annuities It is true that the sales of income annuities are growing.  But given the formidable retirement income needs of our aging population, many people in the financial services industry believe that these cost-effective, dependable products...
Insurance Industry Trends:  Positive for Middle-Market Consumers

Insurance Industry Trends: Positive for Middle-Market Consumers

by IQFM | Apr 13, 2015 | Insurance

Working with insurance companies is a key component of our business model, so we like to keep our eye on industry trends.  And the current trends we’ve all been reading and hearing about seem quite positive for consumers.  This is particularly true for consumers in...

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