Most Recent Indexed Blogs

The real problem with retirement planning
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
September 22, 2016

Sequence of Returns: The Hidden Risk in Retirement Planning
Blog By Ryan J. Perkins
September 7, 2016

How to Draft Your Team Like a Winning NFL Coach
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
September 1, 2016

DOL Changes: What You Should Do First
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
August 29, 2016

Why We Can’t Let Collaboration Die
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
August 22, 2016

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

The Client Experience as an Innovation
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
May 26, 2016

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

Know the whole picture with retirees
Blog By Teresa Craig
May 17, 2016

Shaping our business for success post DOL rule
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
May 6, 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

Indexed annuities run afoul of DOL fiduciary rule
Blog By William H. Byrnes, Esq.
April 18, 2016

How Medicare caregivers and patients can plan for Hospital Readmission Reduction Program
Blog By Teresa Craig
April 1, 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

55 percent of Americans still unprepared for retirement - On the Money News - Video
Blog By Steve Savant
March 7, 2016

Deferred income annuities can double payouts later in life
Blog By William H. Byrnes, Esq.
February 12, 2016

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