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Annuities, Blog

Annuity News and Views, by PJ Behrens

Yesterday was the first day of spring. I realize that not all parts of this great nation are experiencing spring-like weather, but we’re headed in the right direction.

By now you probably have seen Monday’s surprising announcement about the future of the DOL Fiduciary Rule. As surprising as it was, things could just as quickly go in a less favorable direction. We will continue to monitor as we move closer to the July 1, 2019 extension deadline.

I want to make sure you’re aware that we’ve recently been afforded the opportunity to bring you new annuity products with several carriers, and as a matter of fact two brand new FIA products were unveiled yesterday. As we see interest rates and caps inch more in a northerly direction, we’re nicely positioned to recommend the most appropriate product to meet your client’s goal- whether it’s accumulation or income.

We work closely with our carrier partners, but continue to seek those products that provide the necessary features and benefits to satisfy the needs of your clients. Those of you who really know us at Davis Life and Annuity know that not only do we want products that deliver solutions, but equally as important is the service the carrier provides. In this competitive environment whether it’s in the field or choosing the right carrier, our edge is delivering great products and the most cost-effective service.

We’re here to provide solutions. Let us know how we can help.
Have a great week!

PJ Behrens, Director of Annuity Marketing
PJ@DavisLife.com

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