Browse My Most Recent Blogs

March 12, 2013
Can a non-registered agent sell an index annuity if it's funded with dollars from a securities holding?

December 14, 2012
Misunderstanding the tax on annuity income

October 5, 2012
IDGTs in the spotlight: Thanks a lot, Mitt!

October 1, 2012
The annuitization puzzle

August 22, 2012
Deferred annuity surrender charges are owner benefits

August 16, 2012
What does your state say is a suitable sale?

August 3, 2012
Suitable selling

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