Quantcast
Channel: The Quantum Group
Browsing latest articles
Browse All 129 View Live

What You Should Know About The Marketing Rule

According to recent articles in ThinkAdvisor.com, the Security and Exchange Commission issued a new risk alert on April 17, 2024, detailing some of the problem areas they’ve been seeing recently in...

View Article


June Is Annuity Awareness Month

Although our financial advisor partners are well aware of the benefits annuities can bring to certain client retirement portfolios, it’s important to realize that many people in America still do not...

View Article

Image may be NSFW.
Clik here to view.

The Importance of Insurance Policy Reviews

New Policy Designs Can Offer Better Terms   We have seen more life insurance policy replacements going through lately at Quantum. Why? Due to higher interest rates and updated policy designs, we have...

View Article

Lottery Winnings: Lump Sum Vs. Annuity

If your client won a billion-dollar lottery, do you know what you would encourage them to do? For instance, a $1.1 billion jackpot winner can choose between receiving a lump sum of approximately $525.8...

View Article

Case Study: Leveraging an Inherited IRA for LTC

THE PROBLEM   Melissa is 55 years old, married, and in good health. Like many Americans, she is going to have to withdraw money from a traditional IRA account she inherited from her parents, pay income...

View Article


The Supreme Court Sides with IRS in Business Valuation

The Supreme Court recently ruled in favor of the IRS on its treatment of entity redemption buy-sell agreements. The decision states that life insurance proceeds paid to a closely held business (to fund...

View Article

6 Key Features of IUL

As part of Life Insurance Awareness Month which occurs each September, we wanted to highlight a type of insurance that can be helpful for some clients who seek insurance as part of their financial...

View Article

6 Things That Quantum Offers That You Might Not Know About

At Quantum, we’re always seeking out more ways we can help our financial advisor partners grow their practices, garner more success, and achieve a higher level of satisfaction with their chosen career...

View Article


Client Appreciation Events and Holiday Celebrations

Hosting a client appreciation event is a simple yet intimate way to show how much your clients mean to you. Choose a local restaurant that aligns with your client’s preferences and consider inviting...

View Article


Image may be NSFW.
Clik here to view.

Sell the S&P 500 20% Higher?

With the S&P 500 fast approaching 6000, many experts, economists, advisors, and clients never thought we would have the year we are having in 2024 in terms of the stock market. Clients that are...

View Article
Browsing latest articles
Browse All 129 View Live