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Most RecentHow a Variable Annuity Can Provide Retirement Income Stability
This complimentary case study demonstrates how a 60-year-old male client could potentially benefit from the type of retirement strategy that involves a variable annuity product.
Most RecentOctober 2014 CFP CE Test
Most RecentHow to Work Social Security Into Your Client’s Retirement Portfolios
More changes are on the horizon for Social Security so it’s important for you to stay knowledgeable and up-to-date. Discover how you can adequately advise and educate your clients about Social Security, the changes that are approaching and the best way to fit it into their specific retirement plans.
Get access to premier resources including National Underwriter Advanced Markets and Tax Facts offer ing practical guidance and actionable information on a wide range of topics from a team of expert authors.Professional Library
Most RecentRegulatory Oversight of Investment Advisors
Although the regulatory environment is in a state of flux, it is imperative that RIAs adhere to their compliance obligations. To ensure compliance, RIAs and IARs must fully understand what those obligations are.