Greetings!
Hey, everyone! A lot of us had to deal with a pretty nasty storm on Monday and part of Tuesday, but it looks like it's starting to get nice again outside, so that's good. Jim and I have been crazy busy the last month. Here are some of the things that have been going on with us and some things you need to know: - We're planning on having a summertime client appreciation event out on the lake in July. We don't have anything set in stone yet, but we're gonna take a break from our workshops that month to focus on putting on a nice event for our clients, so expect to hear more details about all that in May
- Do you have CDs coming due soon? We can help you earn 200-400% more; just give us a call here at the office or shoot us an email.
- Our new secure income annuity that Jim talked about last month has been a real hit with both our current and future clients. Everyone we've showed it to has been thrilled with the guarantee of principle, the potential for higher returns and the guaranteed 8.2% income benefit. Again, give us a call or email if you're interested or know someone who might be!
Beyond all that, we just did a workshop in Sherrills Ford last night (I already put you guys on the mailing list!) and we've got a couple more this next week, then we're hitting Hickory in May. Check our website for dates and locations if you're interested.
As always, if you enjoy reading this every month and you think you know someone else who would also enjoy it, please forward it on to them.
Everyone have a great April!
 -- Tyler Stillman |
| Hey Wall Street: You Can't Handle the Truth
Insurance News Net, February 21, 2011
|  For too long, indexed annuities have been the "red-headed stepchild" of the insurance industry. Scandals over surrender penalties, commissions and lawsuits have plagued this business since it existed.
Much of the "scandal" has been misinformation or isolated incidents of agents behaving badly, which have been fueled by the media. Who runs financial services media in this country? Wall Street -- and it is in their mutual fund advertisers' best interests that indexed annuities come out smelling not-so-rosy. Well, Wall Street, I'm here to set the record straight. You may not be able to afford losing your clients to insurance agents, those who can protect them from loss in the event of market downturn, but you need to face the truth.
Read more...
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Can an Injured Bull Still Run?
Thought for the Week, March 7, 2011
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 Despite recent events in the Middle East, U.S stock indices took everything in their stride and continued to move upwards. On Jan 31st, the S&P 500 closed at 1,286; by the close on March 4th it had risen to 1,321.
The chart below [note: chart is in the .pdf] shows the S&P 500 from early 2007 to last week - clearly a "V" shaped chart.
Now that we have celebrated the second birthday of the Bull market recovery, it's a good time to try and gauge how far we have come and what might happen next. Understanding the strength of the recovery is a useful metaphor. How strongly and quickly the market recovers from bad news gives us an excellent insight into market sentiment and what may happen next.
Although fundamentals tend to dictate the long-term movement of the stock market, sentiment is a major factor in the short term.
Read more...
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