A fixed indexed annuity can be relevant when a prospect wants to discuss a portion of assets that may be intended for protection, predictable...

As we continue the conversation about engaging potential clients who are already working with an advisor, let’s take a look at three approaches not...

Prospects who already work with a financial professional are not necessarily unavailable. In many cases, they simply need help understanding that...

One of the biggest operational headaches with partial Roth conversions has always been account clutter. If a client converts a piece of the IRA...

Our previous article covered why Roth Conversions deserve much more attention than they usually get, especially when it comes to older clients....

For a long time, many advisors assumed the same thing. If someone is 60, 65, 70, or even 75, they are too close to retirement for a Roth conversion...

Your clients have questions. We have answers. What is a Fixed Index Annuity? At its core, a fixed index annuity (FIA) is a type of insurance...

Nothing in life, or the annuity world, comes for free. While fixed indexed annuity strategies advertise safety and growth, understanding the costs...

As a top IMO for insurance agents, TWH Agency provides marketing and case design support for financial advisors. Part of our job is to help you...