The Quantum Group, USA, LLC on LinkedIn: Get to Know Cooper Young of Quantum (2024)

--Low current tax rates and big federal budget concerns put the traditional IRA in a precarious position.--Congress has already made traditional IRAs less attractive from a tax perspective, and it could get worse.--Most if not all clients should be using more Roth-style accounts, IRA expert Ed Slott argues.

"As Annexus continues to grow and push the boundaries of what's possible in life insurance and retirement planning, it only made sense to work with John Hanco*ck, one of the most prestigious and respected players in the protection IUL space," says Ron Shurts, co-founder and CEO, Annexus. "We're excited about bringing Annexus innovation to this life insurance leader and our distribution partners."John Hanco*ck Life Insurance Co. is a Boston-based insurer and one of the oldest in the United States. Established April 21, 1862, it was named in honor of John Hanco*ck, a prominent American Patriot.

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Happy birthday, Dani! 🎂https://bit.ly/4ea7db3

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Big shout out and thank you to Beckie West. 💐 The team appreciates your dedication for the past 30 years! Happy anniversary!

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In this episode of Quantum’s Expert Industry Insights Podcast, we sit down with Kevin, one of our advisor partners who works in Arizona and North Carolina. His firm is unique, offering comprehensive tax-planning services—he helps clients mitigate their tax bills and find strategies to pay as little in taxes as possible. Sometimes, that means the use of a permanent life insurance policy, which can create a tax-free source of income in retirement. Listen as Kevin talks about how creating tax-free income for clients has also helped his business boom!

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Annuity sales are surging to record levels in the U.S. In Q1 2024, total U.S. annuity sales were $113.5 billion in the first quarter of 2024 — the highest first quarter sales results since LIMRA started tracking sales in the 1980s. Yet, the majority of Americans neither own nor understand annuities.

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Please join us in welcoming our summer interns, Austin, Cameron and Jake!#MeetTheTeamMonday

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Would you like to be a featured advisor on Retirement News Online, a national news outlet focused on retirement? News interviews provide instant credibility and feature YOU as the trusted expert. Not only do these help with credibility, but when prospects and clients look you up online, your news interviews will show up on a Google search. Call us, let's talk about your media strategy to grow your online presence: 800.440.1088

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We have seen more life insurance policy replacements going through lately at Quantum. Why? Due to higher interest rates and updated policy designs, we have found that often, today’s life policies may offer better terms for your clients. Consider a recent case we closed—for privacy purposes, let’s say the client’s name was Jeffrey:

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