The Quantum Group

07/15/2026

Happy Birthday Kim! Today is your day to celebrate, break up the work week, and enjoy every moment. Wishing you a fantastic birthday with your loved ones!🥳🎂 https://thequantum.com/kim-buhrow/

07/10/2026

From persistent inflation and evolving Federal Reserve policy to geopolitical tensions and shifting market leadership, investors have had plenty to navigate. In our latest podcast episode, Scott Drake and Andy Moore, break down the key market developments from the first half of the year and discuss what they could mean for investors moving forward.

In addition, be sure to check out the product update highlighting the Annexus/Americo launch of their Benchmark Flex Fixed Indexed Annuity Suite closing out the interview.

Watch HERE: https://ow.ly/a8Ot50Zm5yx

07/09/2026

Annuity demand continues to reach new heights, with record sales reflecting growing interest in retirement income, principal protection, and long-term financial security. More individuals are looking for strategies to help navigate today's financial landscape and annuities remain an important part of many retirement plans.

Investors will continue to look for ways to protect their savings from market risk, grow their assets and guarantee income in retirement.

07/07/2026

Happy Birthday, Ese!🎉 Wishing you a fantastic day off filled with celebration! https://ow.ly/y4uU50Zl9Pp

07/06/2026

Helping prospects and clients understand the potential income tax impact on their traditional 401(k) and IRA accounts can be a real eye-opener. Our new Roth Calculator allows users to enter their own information directly on your WordPress website to estimate future taxes and explore how much of their qualified assets they may want to convert to tax-free Roth accounts before retirement. Plus, the calculator can collect names and email addresses, giving you the opportunity to personally follow up with those interested.

Check out the calculator here: https://thequantum.com/roth-calculator/

07/02/2026

In observance of Independence Day, Quantum will be closed all day on Friday, July 3rd.

WE WILL RESUME NORMAL BUSINESS HOURS ON MONDAY, JULY 6TH.

We appreciate your continued partnership and wish you, your family, and your colleagues a safe and enjoyable Independence Day holiday.

07/01/2026

For many financial advisors, growth isn’t the problem; consistency is. How do you keep a steady flow of qualified prospects on the calendar without spending all your time chasing leads, hosting events, or relying solely on referrals?

Check out our interview with Evan Brown of Apex Advisors, as he shares how leading advisors are using professional appointment-setting strategies to create more consistent growth and better conversations with qualified prospects.

Watch HERE: https://www.youtube.com/watch?v=9y_pJqZ_Rxg

06/30/2026

As we move into Q3, we're highlighting resources and tools available through Quantum that are designed to help advisors generate more opportunities, engage prospects more effectively, and support client conversations around retirement and tax planning. As part of that, we wanted to shine a spotlight on two lead generation programs in particular that are working well for a number of our advisor partners.

Learn more about them here:

There are two lead generation programs in particular that are working well for a number of our advisor partners right now.

06/29/2026

Advisors often invest heavily in marketing, seminars, digital campaigns, and referrals, but when you ask a simple question, “what’s actually working?” the answer isn’t always clear. In order to help, we are excited to offer “Track That Advisor,” a platform focused on helping advisors truly understand their marketing ROI and, more importantly, uncover the business they didn’t even realize they were losing.

Watch our YouTube video to learn more about the “Track That Advisor” platform: https://www.youtube.com/watch?v=dxXS4ySLLNg

06/26/2026

We design custom websites for our financial advisor partners, and as part of that, here are simple definitions for some of the terms we use:

*A domain or domain name is the same thing as a URL (uniform resource locator). An example would be XYZAdvisors.com.

*Hosting for your website is separate from owning a domain name or URL. Hosting involves renting space on a server to store your website's files, images, and databases so that your site is accessible, functional, and displays correctly to internet users.

*Hosting for your email is also separate.

Here at Quantum, we provide hosting for the websites we design, which includes ongoing changes and updates. If you have further questions, just ask us at 800.440.1088!