The Wisdom of Doing Nothing: 4 Scenarios for Advisors to Consider
We like to think the job of an advisor-owner is to take action, but here are four times when the right action is doing nothing.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
An Annuity RIAs Will Love? SSG’s Dan Skiles Explains
Can RIAs ever love annuities? Apparently so.