Calculating the real cost of income annuities
By Rich WhiteAs the market for single premium immediate and deferred income annuities heats up, a calculation you can use to compare competing products and estimate embedded costs is called the Moneys Worth Ratio.
December 03, 2014
Why Aren’t CFPs Always Subject to a Fiduciary Standard?The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
December 02, 2014
Pursuing wealth instead of revenueYou can work with the people you want to work with. You can skip over the idiots and the negative Nancys.
December 02, 2014
Pursuing wealth instead of revenueYou can work with the people you want to work with. You can skip over the idiots and the negative Nancys.
December 02, 2014
Six Do’s and Don’ts for Advisor Due DiligenceThe key is to tailor a due diligence program to your specific practice and the potential risk posed by each third-party service provider.
December 02, 2014
Hispanic, Minority-Owned Businesses an Untapped Advisor OpportunityAdvisor James Perez-Foster encourages advisors to start serving this fast-growing small business segment, as he has done with much success.
December 02, 2014
Self funding strategies, tactics and opportunitiesLearn how to sharpen your self-funding skills to provide value and create differentiation in your market.
December 01, 2014
On the Third Hand: TravelPPACA World needs to accommodate the reality that human beings have legs, and plane tickets.
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