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What Is Guaranteed Income For Life?

What Is Guaranteed Income For Life?

What is Guaranteed Income for Life? Guaranteed income for life is a retirement investment solution called an annuity that provides a payment either monthly, quarterly, every six months, or annually for the rest of your life. How does it Work? When planning for...

Crypto 101: An Overview of Cryptocurrency

Crypto 101: An Overview of Cryptocurrency

Cryptocurrency…even the monetary world is evolving! Lately, you see this term everywhere. However, you may still be trying to understand what cryptocurrency is. As financial advisors who strive to stay up to date, we’ve written the following blog as an overview of...

Investing In Cannabis: Is It Right For Me?

Investing In Cannabis: Is It Right For Me?

Beginning in California in 2004, the decriminalization of cannabis has been steadily progressing across the United States. As of December 2021, 14 states have legalized cannabis for recreational use and 36 have legalized it for medicinal sales. More Americans today...

Projected Growth for 2022

Projected Growth for 2022

The last two years have been eventful in terms of market performance. The year 2020 proved to be volatile and uncertain as Covid-19 upended the economy, ultimately resulting in a return to relative stability and normalcy at its conclusion. The year 2021 defied even...

The Value of an Independent Advisor

The Value of an Independent Advisor

Hiring a financial advisor is perhaps one of the most important decisions you’ll ever make. You are trusting someone with more than just your money. A financial advisor will play a big role in shaping your financial, and therefore your personal future. You’ll want...

QCD – Qualified Charitable Donations

QCD – Qualified Charitable Donations

If you are a retiree or near retirement age and you’re reading this, chances are you have an IRA. Once you reach a certain age, you must take a Required Minimum Distribution (RMD) from your IRA. For years, the RMD age was 70.5 years of age. After the passage of The...

New Equitable Structures Capital Strategies

Related Documents EQUITABLE SCS PLUS 21 FACT SHEET October 2022 SCS PLUS 21 NY Series B Cap Rate Flyer October 2022 The New Equitable Structured Capital Strategies (SCS) Plus 21 Comes to…(wait for it…)  NEW YORK STATE FOR BROKER-DEALER INTERNAL USE ONLY – NOT FOR USE...

Grendel to Equisoft CRM Replacement Notice

OPERATIONAL UPDATE: CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEMS REPLACEMENT AND TRANSITION EFFECTIVE MAY 27, 2022 We at the home office have been aware for a while now that many of you have not been satisfied with our CRM/electronic submission/compliance review...

New Rep Portal

We are excited to announce the launch of our new Resources and Marketing Representative Portal. This expanded portal will offer some new information, content, and resources to help you manage and grow your business. We are adding a marketing area to provide marketing...