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What is the cost of Waiting?

January 29th, 2013 | BUSINESS BUILDING

If You Are Waiting For Interest Rates To Go Up, You May Be Missing Out! … Read more

New Year, New Deal By Lena Rizkallah

January 4th, 2013 | Lena Rizkallah

By now, everyone is pretty sick and tired of hearing about the fiscal cliff.  The fiscal cliff has been discussed, dissected, analyzed, blogged about, and counted down.  It seems every man, woman, toddler and goldfish knows about the fiscal cliff! … Read more

6 Things Really Productive People Do

December 12th, 2012 | BUSINESS BUILDING

From our friends over at … Read more

The Medicaid SPIA Marketplace By Mark MacGillivray, Regional Sales Director The Standard

June 4th, 2012 | Immediate Annuities

The Medicaid SPIA market is unfamiliar territory to a number of brokers. To the outsider it may seem complex and in the past even carried an unethical overtone to it. It seemed many brokers thought that Medicaid planning was eliminated altogether after changes were made to state law. But the rules have changed for the better and programs are now led by the states themselves (Medicaid is a state run program, not federal). … Read more

What’s Hot for May 2012

June 4th, 2012 | What's HOT

So as Treasury yields drooped to historic lows over the last two weeks our annuity sales HEATED up. The top Fixed Deferred Annuity for May … Read more

She’s Back – Lena Rizakallah

May 16th, 2012 | Lena Rizkallah

Last week, North Carolina voted against same-sex marriage. President Obama responded by taking a stand in support of same-sex marriage while the GOP candidate, Romney, reiterated his belief that the state/federal government should only recognize a union between a man and a woman.

Almost immediately, … Read more

Take another look at Long Term Care Insurance by Lena Rizakallah

March 30th, 2012 | Lena Rizkallah

Most retirees agree that their two biggest fears are outliving their income and experiencing a long term illness or disability in retirement that would wipe out their savings.  The need for long-term care insurance is huge, … Read more

The Case For Annuities by Lena Rizkallah

February 21st, 2012 | Lena Rizkallah

When I first got into the annuity business–back in the disco days–my job was a mix of education and damage control.  On the one hand, I had the opportunity to travel … Read more

Easy to do BUT Easier not to!

February 9th, 2012 | BUSINESS BUILDING

A close friend and colleague always tells me that life is pretty simple. If you are over weight and need to lose a couple pounds – it is easy right. … Read more

Is Spring Here Already?

January 26th, 2012 | Market Advice

I just went to the local pharmacy to drop off a prescription for my wife and I was surprised to hear and see birds chirping and building a nest in the awning of the pharmacy. OK let me back up a bit here … Read more