The September 2026 edition of The TWH Update from TWH Annuities & Insurance Agency, Inc. brings key updates, product spotlights, and strategic...
Industry News
Category: News
How to Introduce Fixed Indexed Annuities in a Broader Retirement Conversation
A fixed indexed annuity can be relevant when a prospect wants to discuss a portion of assets that may be intended for protection, predictable...
Three Approaches That Often Underperform When a Potential Client Has Another Advisor
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...
Handling the “I Already Have an Advisor” Objection While Positioning Fixed Indexed Annuities
Prospects who already work with a financial professional are not necessarily unavailable. In many cases, they simply need help understanding that...
What’s New at TWH Agency: Your August 2026 Newsletter is Here!
August has been an incredible month for the annuity market, and we are thrilled to bring you the latest edition of the TWH Agency Newsletter....
Roth Conversions: Mirrored Accounts and High Crediting Rates
One of the biggest operational headaches with partial Roth conversions has always been account clutter. If a client converts a piece of the IRA...
Roth Conversions: Why Bonus Annuities Can Be a Trap
Our previous article covered why Roth Conversions deserve much more attention than they usually get, especially when it comes to older clients....
Roth Conversions Deserve a Lot More Attention Than They Usually Get
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...
What’s New at TWH Agency: Your July 2026 Newsletter is Here!
July has been a powerhouse month, and we are thrilled to bring you the latest edition of the TWH Agency Newsletter. Whether you prefer reading...
Fixed Index Annuity FAQ’s
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...