Annuity sales »

Paul M Mallett
My summer to-do list
Article posted by Paul Mallett
As I write this, I’m sitting on my deck on a beautiful evening contemplating all the things I hope to accomplish this summer as it relates to my personal practice. While my wife plans our vacation and several fun weekend trips, my mind is on the things I need to do this summer to keep the revenue flowing.

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Fixed annuities »

Michael Markey
4 myths Dave Ramsey is spreading about fixed annuities (and how to overcome them)
Article posted by Michael Markey
When did it become acceptable to blame the tool rather than the carpenter for a job poorly done?

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Indexed annuities »

Sean A. Ruggiero, CEP
Minimize your retirement tax footprint
Article posted by Sean Ruggiero
Many retirees and pre-retirees are not aware, or have not planned on how to minimize their tax footprint in retirement.

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Variable annuities »

Ed McCarthy
Avoiding variable annuity compliance problems
Article posted by Ed McCarthy
It’s easier to avoid compliance problems than to resolve them.

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Annuity regulation »

Roccy Defrancesco
Like it or not, all advisors are now fiduciaries
Article posted by Roccy DeFrancesco
I find the fact that many advisors are all up in arms about these new regs somewhat comical. Who would argue that all advisors should always give advice that’s in their client’s best interest?

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