A fixed income annuity anniversary is more than a date when interest is...
Industry News
Why Performance Triggers Can Be Useful in Volatile Markets
Volatility can produce years in which an index spends considerable time higher...
Performance Trigger Annuities: How This Crediting Method Works and Why Annual Reviews Matter
A performance trigger is an indexed annuity crediting method that can credit a...
Highlights from The TWH Update (September 2026 Edition)
The September 2026 edition of The TWH Update from TWH Annuities &...
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...
Three Approaches That Often Underperform When a Potential Client Has Another Advisor
As we continue the conversation about engaging potential clients who are...
Handling the “I Already Have an Advisor” Objection While Positioning Fixed Indexed Annuities
Prospects who already work with a financial professional are not necessarily...
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...
Roth Conversions: Mirrored Accounts and High Crediting Rates
One of the biggest operational headaches with partial Roth conversions has...
Roth Conversions: Why Bonus Annuities Can Be a Trap
Our previous article covered why Roth Conversions deserve much more attention...