1.

The American saver is getting crushed. The Fed is holding rates down, forcing savers into volatile alternatives. It works, as long as markets keep going up. And markets have bounced back from every crisis since the creation of the Greenspan put. Here’s the problem; the Fed can’t keep the lid on rates forever. The markets will be crushed someday. If you’re a senior saver, do you want to take that chance with your nest egg?

2.

Let’s face it, annuity paperwork is a bear. I have advisors that refuse to sell certain insurers due to the volumes of paperwork. We can’t help you with the volume, but we can cut down on you having to go back to your clients. NestEgg Builders has years of making advisors’ lives easier. Our “creativity” in handling paperwork will cut down on the headaches. Let us show you our firm’s true value.

3.

Are you still recommending bond funds for your clients? Why add that high level of volatility with very limited upside potential? How about moving more funds to non-volatile fixed annuity rates. Take some risk off the table; especially for your senior clients.

4.

The US Life Power Index Premier is the Top product in NY. And it’s a cut above National products too. The small cap and EAFE options confirm the product’s value. The 1% minimum guarantee makes it the best. The commission is only 4.25%, but our “best interest” world might force the lowering of commissions soon. And my “market money account” concept has created a lot of interest. Contact us for more information.

5.

1. Stocks: all-time high
2. Crypto (Bitcoin/Ethereum): all-time high
3. Home prices: all-time high
4. Inflation expectations: highest since 2008
5. Fed: we need 0% interest rates through at least the end of 2023 & trillions more in bond buying to boost asset prices and increase inflation.

The Fed continues to buy tens of billions in mortgage bonds every single month to “stimulate” a housing market that’s on fire (+11.2% nationally) and no one is questioning any of it…