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David Littell and Michael Finke of The American College discuss client happiness, risk tolerance, and why older people become more vulnerable to making investment mistakes.
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May 22, 2026
Using one arbitrary rate could keep the explanatory guides from looking like forecasts, a group told regulators.
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Mike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
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Busch and his wife this year settled with Pacific Life after alleging they'd lost nearly $8.6 million in an IUL strategy.