Thrive® in the News
2011
January – Journal of Financial Services Professionals, Systematic Withdrawal Programs: Unsafe at Any Speed, by Garth Bernard
2010
November 17 – Retirement Income Journal, Fees vs. Commissions in SPIA Sales, by Curtis Cloke
November 3 - Retirement Income Journal, Coverage of Curtis Cloke's Retirement Income Smackdown presentation
September 22 – Retirement Income Journal, Annuitize Part and Invest the Difference, by Curtis Cloke
October 8 - 10 – Garth Bernard and Curtis speak at FSP Forum, Orlando, FL
October 6 - 8 – Curtis Cloke presents at The CFDD's 2010 Advisor Conference, Chicago, IL
August 9 - Life and Health Insurance News, An Annuity: What No Well-Heeled Client Can Do Without, Quotes from Curtis Cloke
August 26 – Curtis Cloke speaks at Senior Market Expo, Las Vegas, NV
July – Curtis Cloke chosen as finalist for The CFDD's Retirement Income Smackdown case study, to present case solution at CFDD conference. Interview with Curtis
June 13 - 17 – Curtis Cloke speaks at MDRT Annual Meeting, Vancouver, British Columbia, Canada
June - Insurance News Net Magazine, Here's a Retirement Income Idea You've Never Heard Of, Article by Garth Bernard and Curtis Cloke
May 30 – Garth Bernard and Curtis Cloke speak at Ed Slott Elite IRA College, Chicago, IL
May 5 - 6 – Curtis Cloke speaks at NAIFA-Iowa/IALU State Convention, Waterloo, IA
April 12 - Garth Bernard and Curtis Cloke speak at The Retirement Industry Conference, hosted by LIMRA, LOMA, and the SOA, Washington, DC
April 29 - Life and Health Insurance News, What is a Deferred Income Annuity, Quotes from Garth Bernard and Curtis Cloke
April 1 - Senior Market Advisor, The Science of Sales and Marketing, Quotes from Curtis Cloke
March 24 – Garth Bernard and Leslie Prescott speak at NAIFA MA Retirement Income Symposium, Worcester, MA
March - School Business Affairs, Your Retirement Nest Egg: A Goose Egg or a Golden Goose, by Larry Stein
March – Journal of Financial Services Professionals, Measuring the Value of a GLWB, by Garth Bernard
February 23 - 24 – Curtis Cloke and Leslie Prescott speak at IRI Marketing Conference Advisor Forum
February 1 - Senior Market Advisor, The Annuities Manifesto, Quotes from Curtis Cloke
2009
November 17 – Life and Health, The Deferred Income Annuity is a Hybrid Worth Considering, Curtis Cloke and Garth Bernard quoted
October 26 - 28 - Garth Bernard and Curtis Cloke speak at 2009 FSP Forum, Phoenix, AZ
October 1 - Financial Planning, Taking a Swipe at SWiP, Curtis Cloke quoted
October - Senior Market Advisor, The Future of Annuities, Interview with Garth Bernard
September 20 - 22 - Garth Bernard speaks at IRI 2009 Annual Meeting, Boston, MA
August - Senior Market Advisor - Advisor of the Year, Curtis Cloke Selected as Finalist for Advisor of the Year by Senior Market Advisor Magazine
June 6 - 11 - Garth Bernard and Curtis Cloke attend the MDRT Annual Meeting, Indianapolis, IN
June 2 - Retirement Income Journal, Can Retirees Thrive on Deferred Income Annuities? Thrive Cover Story
May 28 - Thrive Launches Revolutionary Retirement Income Solution – Press Release
May - A Unique Method for Popularizing Annuitization - Two Bites of the Apple , by Garth Bernard
2008
December 14 - The Hawkeye, Financial Advisor Puts His Mark on Retirement Planning, Interview with Curtis Cloke
2007
Winter - LIMRA’s Market Facts Quarterly, Back to Our Roots, by Garth Bernard
November 1 - Research Magazine, Building the Income Pillar, Interview with Garth Bernard