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    Product R + D

    Should I Replace My Client’s Variable Annuity with an FIA?

    by James LeMay March 25, 2021
    written by James LeMay

    Updated September 6, 2023, at 10:29 PM

    You’ve had your initial consultation with a new client and in the discovery process, you’ve learned they own a variable annuity (VA). As part of your review, you’ll evaluate the VA policy to ensure that it’s properly meeting the client’s objectives.

    A suitable replacement can be an uphill battle, and an unsuitable replacement will be a flat-out waste of time and will frustrate your client. Having a useful resource and a process for evaluating how to proceed is invaluable.

    Continue Reading
    March 25, 2021
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  • Product R + D

    IUL vs. GUL: Which Makes the Most Sense?

    by Scott Hall March 18, 2021
    by Scott Hall March 18, 2021

    Updated September 6, 2023, at 11:38 AM Years ago, I wrote an article sharing my take on the state of guaranteed universal life (GUL) products and how they stack up against IUL …

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  • Product R + D

    Modified Endowment Contracts: Setting Up a Personal Pot of Gold

    by FIG Marketing March 10, 2021
    by FIG Marketing March 10, 2021

    Updated September 6, 2023, at 9:51 PM Finding the right financial solution for clients can be difficult, especially when we’re talking about emergency savings. On the one hand, they need some liquidity. …

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