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Here’s a quick value-add tip for some of your clients! By utilizing net unrealized appreciation (NUA), you could offer them more flexibility and create specific tax benefits. Read my new article for an example of how it can work and what you and your clients should keep in mind. https://lnkd.in/drNUzbZ5 #EagleLife #Planning
Put your clients in the driver’s seat. Our product could potentially give retirees an opportunity to control their retirement journey and contribute premiums at their own speed. We include flexible premiums on the Eagle Select® Focus Series fixed index annuity. See how it can work. https://lnkd.in/epKYG9Ci
Fixed index annuities aren’t just meant to provide guaranteed income for life. Features like the qualified Nursing Care Benefit and the Terminal Illness Benefit can help ensure your clients can cover costs from unplanned health events. Explore how it can work here. https://lnkd.in/gnxh5ieg
While our increase to a 14% Simple Roll-up on the Income Account Value for Eagle Select® Income Focus fixed index annuity with the Lifetime Income Benefit Rider can be important for clients, we also offer features like our Wellbeing Benefit that can help with unexpected health care events. See how this versatile product can fit your clients’ needs. https://lnkd.in/df-Rzkv5
Understanding Net Unrealized Appreciation (NUA) can significantly impact your clients’ retirement planning strategies. Join our new webinar on NUA for a deep dive into the mechanics, rules and opportunities for your clients. Click the links below to register for the session that best works for you! We hope you join us! Thursday, 7/25 at 4PM EST https://lnkd.in/gz8b3g34 Tuesday 7/30 at 4PM EST https://lnkd.in/gXBKY7yr Wednesday 7/31 at 1 PM EST https://lnkd.in/gSW4jKiD Thursday 8/1 at 4 PM EST https://lnkd.in/g8zN8XHM
Annuity Awareness Month is a good opportunity to talk about products like our Eagle Select® Income Focus Fixed Index Annuity and benefits like principal protection. Are you talking about annuities with your clients? https://lnkd.in/giGsvNk #AnnuityAwarenessMonth
Our offices are closed today in observance of Juneteenth. On June 19, 1865, some of the last enslaved people in America were freed as the news of the Emancipation Proclamation reached Galveston, Texas. Today, we honor the contributions African Americans have made to our country’s past and future. #Juneteenth
Studies show that LGBTQ Americans are less likely to have a retirement account compared to the overall population and could face a high risk of retirement income gaps. June is pride month and we’re proud to support LGBTQ Americans in retirement and beyond. Read more about what financial realities they face and find resources to promote inclusivity. https://lnkd.in/gMUSjfPU
The Insured Retirement Institute released their latest edition of the Retirement Saving and Income handbook. This is a useful guide on everything retirement income including helpful breakdowns of annuities and fixed index annuities that can help you explain products to clients. https://lnkd.in/gyRiYwF6
