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 ArticleJune 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 ArticleClik 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 ArticleLottery 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 ArticleCase 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 ArticleThe 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 Article6 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 Article6 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 ArticleClient 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 ArticleClik 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