Annuities

Annuity sales »

William Byrnes
Single premium whole life gives estate planning an edge
Article posted by William H. Byrnes, Esq.
For the right client, a single premium whole life insurance product may provide the gateway for achieving all of their planning goals and more—with the added benefit that these policies can provide a significant tax benefit that generally doesn’t apply to annuities.

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Annuity regulation »

Kristen Beckman
6 tax-law time bombs that could impact IRAs
Article posted by Kristen Beckman
The 2017 Congressional budget proposal includes six little-known but important tax time bombs that could affect your clients’ individual retirement accounts

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Fixed annuities »

Mark Massie
Personal Pensions Simplified
Article posted by Mark Massie
Deferred Income Annuities (DIAs) have been getting a lot of attention lately with surprising increases in sales volume from fiduciaries, bank distribution, RIAs and even independent advisors. What's the appeal?

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Indexed annuities »

jbeattey
Commission rates are just shiny objects
Article posted by James Beattey
Agent earnings should be the focus when it comes to looking for good wholesaler relationships.

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Variable annuities »

Christopher P. Hill, RFC
Debunked: The top 6 myths of VAs
Article posted by Christopher P. Hill
According to the public variable annuities are not good for your investment strategy. But a financial project may not be right for everyone, but it's also not wrong for everyone either.

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