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The Achievement Group

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United States
Des Moines, IA
The Achievement Group

Partnering with financial institutions and independent agent advisers in Life Insurance, Annuities, DI and LTC via excellent product selection and support.

At The Achievement Group (TAG), you find a brokerage partner with the access and knowledge to help you execute on better solutions. Financial institutions, agencies and top insurance professionals turn to TAG to make a bigger difference in your clients' lives. Working together we put the fun back into your practice and help you reap the benefits of more time and money. TAG focuses on enhancing you

r Return On Effort (ROE) via a trusted relationship where we provide real value through actionable ideas, product selection and personal focus, which include:
- Large premium case and advanced markets expertise
- CE and Training for referral building, business planning, processes which provide winning results and concepts to keep you growing
- Responsive, accountable and accurate follow through - for reliable results that impress
- Policy review and underwriting analysis to help you secure larger accounts
- Full service DI, LTC and asset-based hybrid plans

The Achievement Group is a partner office of Partners Advantage Insurance Services, LLC. The personal service, expertise and training you receive from TAG are enhanced by the top-tier technology provided by Partners Advantage; which helps TAG bring you the best resources and contract levels available. Specialties:
Term Life Insurance, Universal Life Insurance, Whole Life Insurance, Variable Universal Life

04/02/2026

Concerned about clients outliving their retirement assets? Read on to see how annuities can be a practical, strategic tool for managing longevity risk, and why they deserve consideration.

Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.

03/25/2026

Ongoing bond market volatility is reshaping retirement planning conversations. As interest rates rise, advisors are increasingly revisiting the oft-overlooked Single Premium Immediate Annuity (SPIA). Read on to learn why SPIA’s are gaining renewed attention, and how they may be especially well suited for the current environment.

Recent wild movements in the bond markets may have created an opportunity.

03/02/2026

According to Fortune Magazine, in 2025 the US erased 12 years off the projected lifespan of the trust fund that pays for Medicare Part A. With major implications for you and your clients, take a look at what changed and why.

The CBO estimates that benefit reductions would start at 8% in 2040 and steadily climb to a 10% cut by 2056.

02/25/2026

Traditional pensions are disappearing. Here's a strategy that can help create a steady, pension-like income stream in retirement.

How an annuity and enhanced life insurance policy can replace drawing down from IRAs or 401(k)s.

02/18/2026

From Boomers to Zoomers, gain insights into how each approaches retirement planning.

A recent study reveals a surprising generational divide in retirement planning and looks at how generations differ in their approach.

01/30/2026

Want more financial freedom in retirement? These 10 low‑risk income ideas can help you get there.

Here are 10 ways to create reliable, low-risk income streams that can help you maintain the lifestyle you want in retirement.

11/05/2025

Boring isn't always bad. Outliving your retirement income, though...

When you're building up your retirement savings, some options seem more glamorous than others. After all, who doesn't daydream about making that life-changing investment at the ground level? For some people, maxing out their 401(k) contributions every year earns bragging rights among friends. But yo...

10/10/2025

Morningstar's 2025 safe starting withdrawal rate fell to 3.7%. Read on for insights why, and for some suggestions on how to create in-retirement cash flows to help offset market volatility when you need it the most.

Starting safe withdrawal rates have declined, but staying flexible and enlarging guaranteed income can help boost lifetime payouts.

09/16/2025

The best time to plan for retirement was 20 years ago, the second-best time is now. TAG can help you and your clients address these common health care shortfalls, and much more.

https://www.investopedia.com/healthcare-retirement-savings-11801559 #:~:text=Key%20Takeaways&text=A%20typical%2065%2Dyear%2Dold,year%20and%20quickly%20drain%20savings.

Most Americans underestimate how much health care will cost in retirement. Here’s what the numbers really show—and why experts say too few people are prepared.

08/28/2025

Read on for a compelling look into the trials and implications for middle-income seniors that need long-term care.

A growing group of middle-income elderly people are too rich for government benefits but can't afford long-term care.

07/18/2025

“There will be sticker shock”: Millions could face higher ACA premiums, lower subsidies - CBS News

Consumers face both rising premiums and falling subsidies next year in Obamacare plans.

Address

4515 Fleur Drive, Ste 200
Des Moines, IA
50321

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://tagpartners.org/

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