Gen3 Advisor Group

07/09/2025

Gen3 is excited to be a founding IMO distribution partner for Nassau Athos. If you're an Agent or Agency looking for access to this cutting edge product, contact any member of our team!

Nassau Financial Group (“Nassau”) today introduced Nassau Athos AnnuitySM, an innovative fixed indexed annuity (“FIA”). This newest addition to Nassau’s product suite is a single premium FIA that offers new patent-pending extendable indexed crediting strategies.1

“We are excited to partner with Genesis and Leverage Financial Group on the launch of a unique FIA – Nassau Athos Annuity. This product expands on our track record of innovation, introducing new crediting strategies that will provide consumers with added flexibility to obtain higher growth potential for their retirement savings, all while maintaining the safety of principal protection,” said Phil Gass, Chairman and CEO of Nassau.

Read full release: https://news.nfg.com/nassau-financial-group-launches-innovative-growth-focused-fia-nassau-athos-annuity/
Product disclosures: https://nfg.com/athos-disclosures

07/04/2025

Today we celebrate freedom, family, and opportunity in the greatest country on earth 🇺🇸.

The Gen3 team wishes you a safe and happy 4th with family, friends, and the spirit of all those that came before us in this great nation!

02/17/2025

6% 3 year MYGA rate effective today, and an AM Best upgrade to boot! Access this VERY limited distribution product through Gen3 Advisor Group. Link to request contracting in the comments below:

01/13/2025

An elevated NT-ProBNP discovered as part of the paramed exam can often lead to a case failing to move forward. Fortunately, our underwriting team knew exactly how to overcome this challenge by using the client’s medical records for additional testing to offset the results of the insurance exam.

Interested in learning how they made it happen? Read our newest blog post to learn more:

https://hubs.li/Q032bY3F0

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Turning elevated NT-ProBNP into a win: How a detailed cardiac workup secured $1.4MM in target premium for a high-net-worth client.

12/20/2024

The recent discussion surrounding Stock Redemption Buy/Sell Agreements has been largely focused on clients who anticipate a future estate tax liability. While the driver of this conversation, the Connelly decision, makes this appropriate and understandable, it also created yet another reason using a stock redemption agreement may be a mistake for any business owner, regardless of net worth: These agreements overlook a major tax planning opportunity for the surviving owner.

Read our newest blog post here to learn more: https://hubs.li/Q030nV160

Give us a shout to chat about how we’re updating agreements and funding strategies to head off the issues the Connelly family encountered.

12/11/2024

Undoubtedly, there are clients with enough assets to pay for care should they need it later in life. That said, this may be one of those instances where just because you can, doesn’t mean you should. What’s often missing from the decision making process is the impact of taxes of either an insurance solution or self-funding. Asking one simple question of clients planning to self-fund can lead to more Asset-Based LTC sales.

Read our newest blog post to learn what can go wrong:

Discover the hidden tax implications of self-funding long-term care (LTC) and learn why an insurance solution may be a more cost-effective strategy.

11/29/2024

Selling Indexed UL with living benefits? We see a simple case design mistake in the market that effectively eliminates the client’s ability to access both retirement income and living benefits from these policies. This is obviously a massive problem for clients and advisors alike when claim time arrives and the benefits they expect are nowhere to be found.

Fortunately, this is easy to solve, even on an inforce policy.

Check out our newest blog post to learn more: https://hubs.li/Q02ZQ1Fn0

11/28/2024

🦃 Happy Thanksgiving from Gen3! 🍗

We’re so grateful for our amazing insurance agents and financial advisors. Your partnership & trust mean the world to us!

🦃 Please note: Our offices will be closed today, Thursday, Nov. 28th, and Friday, Nov. 29th, so our team can enjoy time with their families. We’ll be back to assist with your cases on Monday, Dec. 2nd.

Wishing you and your loved ones a joyful and safe Thanksgiving! 🧡

11/14/2024

It's official! Mountain Life is now a chart topper on Annuity Rate Watch. Ask us how you can start offering the Secure Summit MYGA products to your valued customers.

04/24/2024

The newest and rushed iteration of the DOL Fiduciary rule will take effect September 23rd. Expect swift legal challenges to the regulation, similar to the previous two failed efforts.

Department of Labor officials ushered in what is sure to be a fierce, and lengthy, legal battle today with a preview of its long-awaited, and industry despised, Retirement Security Rule.

03/31/2024

Happy Easter from the Gen3 Advisor Group family. In observance of the holiday, Gen3's Youngstown & Connecticut offices will be closed Monday, April 1st. We'll reopen Tuesday, April 2nd at 8:30am.