Blog

Kestler Connection 4-23-14

Posted by: Kestler Financial Group on 4/23/2014 | 0 Comments
• Fidelity & Guaranty Life News:
» Spring Forward with Performance Pro

• North American Company News:
» Interest Rate Change

• 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

how a MEC can be your client’s Swiss army knife

Posted by: Adam Cavalier on 4/21/2014 | 0 Comments

This is a guest blog written by Justin W. Smith, founder of the insurance consulting firm, Balanced Strategies, LLC. Smith is a guest blogger that focuses his research on using life insurance to guard against the biggest threats to wealth preservation.

The confluence of a rising tax environment and life insurance product innovation calls for evaluation of the often avoided Modified Endowment Contract, or MEC.

As a quick refresher, the passage of The Technical and Miscellaneous Reform Act of 1988 (TAMRA) caused life insurance policies that were overfunded too quickly to be classified as Modified Endowment Contracts. Congress intended to eliminate the use of these policies as short-term savings alternatives by imposing penalties upon contracts of this type.

Categories: Life/LTC

Kestler Connection 4-17-14

Posted by: Kestler Financial Group on 4/17/2014 | 0 Comments
• Athene News:
» Important New Business Changes
» Upcoming Athene Annuity Webinars - Register Now!

• American National News:
» Simple or 401(k)?

• American General News:
» Annuity Rates Are Changing Effective April 11

• National Western News:
» "The Score" Newsletter

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

• Weekly Economic Update 

View the full email here.

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
1 2 3 4 5 6 7 8 9 10  ...  Go to Page:


Recent Comments

By James Newkirk on Improve Your Sales Vocabulary:
"I started using the Alternate Choise Quesetioning Strategy a few years back with my clients and prospects and it has helped with setting more appointments and my closing ratio. " Read more
"nice blog. thanks for the information." Read more
"Good news. Fixed indexed annuities are safe and secure." Read more

Tag Cloud