I assist advisors in the southern Texas region, providing assistance and education in annuity production. I have more than 25 years of experience in the financial services industry, working with clients and other investment professionals.
See how we can optimize existing assets into a better return or a guaranteed income stream that can’t be outlived.
If you need assistance on rates, case design, contracting and more, you have a team of dedicated specialists at your fingertips. Feel free to reach out to them directly if I am not available.
From accumulation to decumulation, wealth transfer strategies or making up for a Social Security shortfall, annuities are invaluable tools for retirement. Schedule a call to see how we can optimize existing assets into a guaranteed income stream that can’t be outlived.
By shifting assets in your clients' portfolios, we can help avoid costly mistakes and stretch the money they worked a lifetime to earn.
From basic questions to optimizing value, we'll help maximize one of the most important, yet misunderstood, tools in a retirement portfolio.
See how an annuity can create an additional income source that your clients can't outlive, so they can get the flexibility and liquidity needed.
We can help make sure clients don't just live through retirement — they exceed their goals and leave something for the next generation.
Social Security benefits are likely to change in the near future. While Congress can still act to fill the funding gap, clients may need to protect their retirement portfolio against a reduction in benefits. As cuts become more likely, the PlanGap Annuity can help clients be prepared.
Qualified longevity annuity contracts (QLACs) were introduced in 2014. Adoption has been slow due, but a QLAC remains one of the best tools to improve the probability of retirement success. See the results of our annual performance study and how it can help your business grow.
After a client's work-related injury case was settled, the client had to decide whether to receive a lump-sum payment or a settlement plan. With the help of a structured settlement consultant, see why they determined a settlement plan was the right choice for his family.
Pension plans have been creating financial havoc for years. Volatile balance sheet liabilities, increased government fees, high professional fees and looming required contributions are causing sponsors to want to shed their pension plans. The answer to de-risking lies in the approach.
Every advisor needs a sustainable marketing strategy to win prospects. Pension Risk Transfer (PRT) marketing is one way to do it. We help you generate income in the defined benefit plan termination market by identifying prospects, accessing technical expertise, and deliver solutions.
In this conversation card, you're looking for clients with CDs that rollover regularly or where the clients aren't using the funds. Through a multi-year guarantee annuity (MYGA), you can provide principal protection and liquidity with a greater return than a typical CD.
Clients selling a business or personal property may prefer to liquidate their investment without having all the proceeds taxable in the year of the sale. If so, they should consider selling their appreciated asset in exchange for a guaranteed income stream of periodic payments.
Attorneys involved in structured settlement agreements can defer their legal fees and recognize taxable income when installment payments are received. Take a look at two common situations where structuring attorney fees provide a greater benefit than a lump sum.
When a client is in an accident, the medical, financial and emotional concerns can be a huge burden. The uncertainties of rehabilitation and future earnings potential must be considered. You can relieve some strains by recommending a structured settlement plan.
When marketing new concepts to clients, it can be tough to get started. We did the hard work for you with this client-friendly letter highlighting the benefits of a qualified longevity annuity contract (QLAC). Download it, modify it and send it to your clients to start a conversation.
A fixed index annuity can be an elite player to your client's retirement income lineup. And with this easy-to-understand game plan, you can tackle all the ins and outs of FIAs and learn how to put them in play.