Investment-Only Variable Annuities, Pt. 2: The Importance of Due Diligence
By William LoweWith a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.
December 23, 2015
2015: They Were Doing What? Robos, Flat Fees and FiduciaryIn a reminiscent mood, looking back at the trends of 2015 and what they mean for individual advisors and the profession.
December 23, 2015
Investment-Only Variable Annuities, Pt. 1: Who Should Invest in Them?IOVAs have gained popularity recently, since they tend to be straightforward and offer a wide variety of investment options. That doesn't mean they're right for every client at every time.
December 23, 2015
Are you ready to discuss self-funding?The self-funded industry is growing across all sizes of employers. Here's what you need to know to start a conversation about it.
December 23, 2015
Are you ready to discuss self-funding?The self-funded industry is growing across all sizes of employers. Here's what you need to know to start a conversation about it.
December 23, 2015
Wake them up!The sooner consumers think about their risks, and financing options, the better.
December 23, 2015
View: The best argument against Obamacare just got weakerHow editors at a business news service see the exchange enrollment numbers.
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