Annuities
What Are the 'Worst' Annuities?
By John StevensonHere's what to avoid for clients with low risk tolerance and limited time or assets to help them cope with losses.
August 14, 2023
How Advisors Can Manage 6 Big AI Compliance ChallengesTo use AI compliantly, here's what advisors need to keep in mind.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
August 10, 2023
Life Settlements Can Pay for Long-Term CareA retirement planner looks at one possible use for a policy sale.
August 09, 2023
A Counterintuitive Annuity Strategy That Can Reduce RiskA longer indexed term might seem to offer the most downside protection, but that's not always the case.
August 08, 2023
New IRS Crypto Ruling Can Save Your Clients MoneySome clients with income from crypto staking may have paid taxes prematurely.
August 08, 2023
Hiring Today Is Tough. Here's How to Get It Right.Advisor turnover gives firms the chance to hire replacements with better, and clearer, expectations.
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