Retirement Investing
DPL Acquires AnnuityFix to Boost Breakaway Advisor Program
By John ManganaroThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.