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Kestler Connection 4-9-14

Posted by: Kestler Financial Group on 4/9/2014 | 0 Comments
• Athene News:
» Sales of ATHENE Accumulator 5 to end May 1 

• American National News:
» 8.8% on Fixed Annuity!

• Pass It On! - These are great articles to share with clients or fellow colleagues

• Weekly Economic Update 

View the full email here.
Categories: Kestler Connection

Kestler Connection 4-2-14

Posted by: Kestler Financial Group on 4/2/2014 | 0 Comments
• ADVISORS BEWARE: Single Data Breach 'Can Bring Down' a Practice

• Athene News:
» TargetBenefit Annuity Series Rate Change
» Operations Changes and Service Form Updates
» Important Business Process Update 

• AIG News:
» Guarantee Rising Income and Lock in 5.25% Withdrawals "For Life"

• Pass It On! - These are great articles to share with clients or fellow colleagues

• Weekly Economic Update 

View the full email here.
Categories: Kestler Connection

digital asset transfer: a planner’s road map

Posted by: Adam Cavalier on 3/31/2014 | 0 Comments

Late last year, Brian O’Connell raised awareness around the issue of planning for a client’s digital estate as a guest blogger on the Cavalier Strategy. Since then, there has been a flood of coverage on this topic from multiple media outlets, reinforcing the same points that O’Connell raised in his post.

There are, as is usually the case, some additional twists and turns to this issue, and Steve Parrish, a frequent contributor to Forbes and National Advanced Solutions Director with the Principal Financial Group, makes some solid recommendations in his recent insight on this topic.

the hidden traps

Even doing everything right is no guarantee. There are subtleties in this developing area of planning that are difficult to anticipate.

Case in point is the example from Parrish’s column on Forbes.com regarding the trouble a widower faced upon his wife’s death with an electronic banking account.

Categories: Life/LTC

Kestler Connection 3-26-14

Posted by: Kestler Financial Group on 3/26/2014 | 0 Comments
• AIG News:
» AIG Press Release on Power Select 

• American Equity News:
» Delaware MYGA Memo
» Bonus Gold Real Benefits

• National Western Life News:
» 1% Interest Rate Bonus Extended to April 15
» 4th Quarter 2013 Results

• Great American Life News:
» News from Great American Life

• Pass It On! - These are great articles to share with clients or fellow colleagues

• Weekly Economic Update 

View the full email here.
Categories: Kestler Connection

Kestler Connection 3-19-14

Posted by: Kestler Financial Group on 3/19/2014 | 0 Comments
Get Ready For The Gold Rush!

• Athene News:

» One Sales Tool to Transform Your Business 

• Fidelity & Guaranty Life News:
» Aim High, Get It Right with Performance Pro
» FG Life-Gold Withdrawn

• Pass It On!
- These are great articles to share with clients or fellow colleagues

• Weekly Economic Update 

View the full email here.
Categories: Kestler Connection
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