A trip to nowhere
By Stan HaithcockIts time for the annuity industry to stop the sales incentive madness.
April 09, 2013
What advisors don’t know about variable annuities: How GLWBs workRead the fine print: fees are taken in some policies on the high-water mark regardless of the actual account value.
April 09, 2013
Estate Planning in the Age of ObamaWith some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients strategies.
April 08, 2013
What Advisors Don’t Know About Variable Annuities: How GLWBs WorkFees are based on the portfolios high-water mark, and the VA holder is actually making payments to himself from his own money until all those funds are exhausted.
April 08, 2013
Introduce your clients to annuity optionsTheres never been a better time to review your clients needs, and an annuity may be just the ticket to a smooth retirement.
April 08, 2013
How to Spring Into the Retirement Plan SpaceWith a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients
April 08, 2013
Helping Clients Plan for (Likely? Inevitably?) Higher TaxesHow I use simulations on the future effective tax rate to stress-test client portfolios.
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