RetireUpdate

Fee-Based FIAs Are Customer-Friendly. But Will They Sell?

03/16/2017

Let’s consider the relatively new phenomenon of no-commission fixed indexed annuities (FIAs). These...

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Is (or Isn't) Time Running Out for the Fiduciary Rule?

02/24/2017

Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last...

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What To Tell Nervous (Older) Clients Now

12/23/2016

After the drama of the November election, when equity prices rose and bond prices fell, queasy...

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FIA sales on pace to exceed $60 billion

12/16/2016

Fixed indexed annuity (FIA) sales were $15.0 billion in the third quarter of 2016, up 5% from the...

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InvestmentNews.com: Benefits of Product-specific Planning

02/18/2016

Investment News has a great article on the effective use of planning tools in determining the...

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