2016 Strategy for Growth

As you have probably surmised based on the sheer volume of communication we put out on the subject, we view the qualified plan marketplace to be the fertile field for the next few years and things are lining up to make that justly so. Whether your firm or practice is...

Expanded ROP, stronger guarantees and better pricing on GUL

If you are having trouble reading this email, read the online version. The Secure Lifetime GUL 3 is now available and provides increased Optionality® to meet needs and enhance customer loyalty: Two opportunities for recouping paid premiums*: 50% in year 20 100% in...

Important: Act today on the DOL fiduciary duty rule!

Act today on the DOL fiduciary duty rule! As many of you are aware, the Department of Labor (DOL) has proposed a rule that redefines and extends the fiduciary duty standard to persons who provide investment advice to individual retirement account (IRA) owners and to...