Inflation & Annuities: Insights from Jackson
New Jackson research gives us five key take-aways on inflation and annuities. Here's how to use them to help sell annuities and give clients peace of mind.
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June 2024 Carrier Updates
Get your June 2024 carrier updates from Pinney Insurance, your digital brokerage agency - we're here to keep you informed and help you sell.
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June 2024 Sales Kit: Business Planning
Our June 2024 sales kit will help you find more opportunities to help your business-owning clients protect what they've worked so hard to build.
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Americans’ Top 7 Financial Concerns and How We Can Help
We have the products and strategies to help solve Americans' top 7 financial concerns. Here's what they are and how to market them.
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Financial Literacy & Retirement: What Americans Don’t Know
Based on the results of a new survey, we need to help near and current retirees plan for longevity and surprise healthcare costs.
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Van Mueller's Monthly Newsletter: May 2024
In this newsletter, Van Mueller discusses the DOL's new fiduciary rule, plus questions to ask your business-owning and high-net-worth clients.
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Annuities Have Best Q1 in 40 Years
The numbers are in – and annuity sales skyrocketed in January, February, and March of 2024. Here's what you need to know to take advantage of the trend.
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May 2024 Carrier Updates
Get your May 2024 carrier updates from Pinney Insurance, your digital brokerage agency - we're here to keep you informed and help you sell.
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May 2024 Sales Kit: Disability Income Insurance
Our May 2024 sales kit will help you talk to clients about protecting their most valuable asset: their paycheck.
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Women and Finance: 5 Surprising Results from Fidelity’s Recent Survey
Last month, Fidelity released the results of their Women’s History Month 2024 Survey. It gives us a surprising amount to work with when marketing to women.
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