ABOUT THE SEMINAR
Annuity sales are the highest they’ve been since the Great Recession. But, despite the promising statistics, we all know the stigma behind the word annuity.
As financial advisors, it’s our job to demystify the term, educate our clients and work in their best interest.
The traditional 60/40 portfolio may not be what’s best for them after all.
In fact, according to a recent study by AllianceBernstein: using fixed index annuities as a bond alternative improved portfolio outcomes vs. a 60/40 portfolio 72-92% of the time.
Don’t you think your clients deserve to know about this possible solution to market volatility?
Join Kalem Mackey, EVP of Advanced Planning at C2P Enterprises, and Mike Henderson, Regional Sales Director at Lincoln Financial, to learn how best to position FIAs to your clients.
Kalem Mackey, CFP®, BPC is the EVP of Advanced Planning at C2P Enterprises and has served as a financial advisor, insurance wholesaler and sales manager over the course of his 20-year career.
Kalem is Brian Mann’s partner and president of Elite Advisory Group, a wealth management firm located in Huntington Beach, Cal. Prior to joining Clarity Insurance Marketing, Kalem worked alongside Mann and played an integral role in building a wholesale insurance marketing organization and maintaining consistent production growth. Kalem is frequently called upon as a guest speaker to train advisors on how to master various financial planning strategies.
With extensive experience in sales management, Kalem helps advisors bring a personal and seamless experience to the sales process. He realizes the challenges families across the country face in meeting their financial aspirations and works to help advisors best serve their needs. He provides coaching and support, assisting them to deliver in-depth and comprehensive services to meet their clients’ unique goals.
Mike Henderson has been with Lincoln Financial for 15 years with a background in annuities. He started with Lincoln in 2006 on the Annuity Sales Desk in Greensboro, NC prior to moving into his current role as a Regional Sales Director responsible for continuously growing and developing fixed annuity sales and relationships in KS, IN, OH, and SC within Lincoln Financial’s Brokerage Channel. He currently holds a Life and Health Insurance License and Series 6, 63, and 26 registrations.