Product

How much cash is the average American holding?  According to Personal Capital, “50-somethings had a median cash balance of $96,726, while the median cash…

The alternative mutual fund lists have been updated for Q1 2023.  To view the updated lists, click here:  https://www.nationallife.com/agent/products/investments/mutual-funds Approved and Prohibited Alternative Mutual…

New Allianz Variable Annuity Sales Piece and Updated Sales Contact Directory Map Allianz has introduced a new registered representative sales piece, “You can’t win…

From Touchstone Investments Touchstone Anti-Benchmark® International Core Equity Fund UpdatesIMPORTANT NOTICE Touchstone Anti-Benchmark International Core Equity FundLiquidation Notice - March 30, 2023  At a…

As of February 23, 2023, RREEF Property Trust, Inc. (the “Company”) has received share redemption requests during the quarter ending March 31, 2023 in…

Now that interest rates have increased, there can be more attractive cash alternatives than bank savings accounts.  AAM is ESI’s primary fixed income distributor…

The Q4 2022 alternative mutual fund lists have been updated.  Please see below for additional information. Approved and Prohibited Alternative Mutual FundsThe purchase of…

As we noted in “FIAs and SPDAs as Cash Alternatives”, for clients looking for capital preservation and competitive rates, some options to consider include…