1.

Do you feel it? It’s the craziest time ever to be a financial advisor. Due to the uncertainty and risk, doesn’t it make sense to move seniors into more guarantees?

2.

I’m sorry, but I’m a “sky is falling” kind of guy. But the higher the markets rise, the further they may fall. Someday, markets may not return to current levels so quickly. See 1989 Japan…

3.

Los Angeles is a mess, but every time I return, I’m 20 again. I walk the UCLA campus and I still feel the energy and the test anxiety. Places change but the essence is still fresh. What would have been my LA experience if Covid hit in 1985? It’s impossible to fathom. Our college years are too meaningful to pass up.

4.

Don’t say No to a 2% annuity; If your senior clients lock in a mutual fund profit, their downside is now protected against future losses. Many advisors are finally listening. Be a “guarantees” hero and move assets around today!

5.

I never realized the creativity needed to work in our annuity back office. The hands-on support via email, fax, and physical keeps NestEgg busy. I think you have to experience our support to understand…