A fixed indexed annuity can be relevant when a prospect wants to discuss a...
Industry News
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...
Roth Conversions Deserve a Lot More Attention Than They Usually Get
For a long time, many advisors assumed the same thing. If someone is 60, 65,...
What’s New at TWH Agency: Your July 2026 Newsletter is Here!
July has been a powerhouse month, and we are thrilled to bring you the latest...
Fixed Index Annuity FAQ’s
Your clients have questions. We have answers. What is a Fixed Index Annuity?...
Costs and Commissions Associated with Fixed Indexed Annuities
Nothing in life, or the annuity world, comes for free. While fixed indexed...