Most Recent Fixed Blogs

Simplicity in business
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
February 24, 2017

Advantages in the uncertainty of rates
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
February 17, 2017

Sen. Warren: Fiduciary Rule Delay Would Hurt Financial Services Firms
Blog By Melanie Waddell
February 13, 2017

The Fixed or Indexed decision
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
February 2, 2017

For families with special needs, listening is key for advisors.
Blog By Danielle Andrus
January 25, 2017

Which risk do you want?
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
November 17, 2016

Annuities as an RMD answer: Navigating potential pitfalls
Blog By William H. Byrnes, Esq.
August 2, 2016

Racing toward our new future
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
July 29, 2016

Perspective, Gratitude and Pride for our Work
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
June 30, 2016

Intentional Influence: How to choose clients in a post-DOL world
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
June 28, 2016

Death of small 401(k) plans, and the birth of small annuity profit sharing plans
Blog By Nicholas Paleveda MBA J.D. LL.M
June 10, 2016

How to sell fixed indexed annuities under DOL fiduciary rule
Blog By William H. Byrnes, Esq.
June 2, 2016

Compliance training through independent marketing organizations (IMOs)
Blog By Roger Hayashi
June 2, 2016

Advisors shouldn't be chasing products
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
May 19, 2016

FIA sales spotlighted in DOL rule
Blog By Arthur Postal
April 25, 2016

Annuities can be enhanced by a potpourri of riders - Right on the Money - Consumer Video
Blog By Steve Savant
April 22, 2016

How to help clients address retirement income risks ... before they retire
Blog By Peter Wilson
April 18, 2016

7 tips for investing in DIAs
Blog By Mark Massie
April 14, 2016

When trusts and annuities collide, big tax damage can follow
Blog By William H. Byrnes, Esq.
March 23, 2016

What's next for variable annuities after DOL fiduciary rule?
Blog By William H. Byrnes, Esq.
March 11, 2016

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