Criticisms of structured note variable annuities
By Ed McCarthy, CFP, RICPAlthough traditional VAs must recoup high sales commissions through charges and penalties, spVA issuers can recoup those expenses by setting the cap.
July 08, 2014
How to redefine small group benefits in a post-PPACA climateJohn Spann knows exactly how to position more traditional benefits in a post-reform market, particularly for the under-50 market.
July 08, 2014
The financial coach: Developing the right playA financial advisors knowledge of products, combined with their experience in approaching clients, can make all of the difference in their success.
July 08, 2014
The financial coach: Developing the right playA financial advisors knowledge of products, combined with their experience in approaching clients, can make all of the difference in their success.
July 08, 2014
How to Succeed as an Introverted Financial PlannerExtroverts may be held up as the idealespecially in financial planning, where it's all about relationshipsbut introverts have much to offer, especially to clients.
July 07, 2014
A Correction Is Coming ... So?The news media's worries about bullish market highs aren't producing very good investment advice, Barry Ritholtz says.
July 07, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceMany clients continue to view deferred income annuities only as longevity insurance, but this common view has become more and more inaccurate.
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