Lesson One: Where have Interest Rates Been Over the Past 5000 Years?

Understanding the history of interest rates can help us understand that today’s interest rate environment is truly historic. Watch the video below to understand where we were, where we are heading and begin your knowledge base into fixed income alternative investing.

 
 
 
 

Lesson Two: What are the differences between CDs and MYGAs?

Introducing an alternative to low yield bank CDs, this lesson explores the differences between bank CDs and Multi-Year Guaranteed Annuities. Watch the video below to learn more.

 
 
 
 

Lesson Three: Is your clients money working as hard as it could?

How much are your clients currently leaving on the table by not utilizing tax-deferral? This video walks through how financial professionals can bring tax deferral to their clients by utilizing Multi-Year Guaranteed Annuities in their practice.

 
 
 
 

Lesson Four: How can you supplement incorporate a interest rate proof strategy using MYGAs?

Bond ladders have long been employed by financial professionals to help protect against interest rate risk, and insulate their clients savings. This video below highlights how laddering with Multi-Year Guaranteed Annuities could be a suitable strategy for clients looking to protect against interest rate risk.

 
 
 

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