What Advisors Don’t Know About Variable Annuities: VA Mechanics
By Mike HenkelTo understand how VAs differ and where they fit in a clients portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.
April 01, 2013
Carriers actively exploring alternative distributionCarriers no longer seem so afraid of offending agents by looking at options for selling direct.
April 01, 2013
Sell in May? No Way!—Searching for Alpha for April 2013With May on the way, three fact-based reasons debunking one of the great myths of investing.
April 01, 2013
Taxes and the States: Which Take the Biggest Bites?Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.
March 29, 2013
Protect your elderly clientsAs an advisor, you can be a valuable resource when your senior clients are the target of a money scam.
March 29, 2013
How to interview an agencyConsidering moving to a new organization? Mind these five key considerations.
March 29, 2013
How to interview an agencyConsidering moving to a new organization? Mind these five key considerations.
March 29, 2013
How to build the right brandHere's how to build a brand that compels prospective clients to take action.
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