Browse My Most Recent Articles

May 14, 2013
Are retirement plans in the Fed's crosshairs next?

April 26, 2013
Why five-year FIA reset products are dumb and dumber right now

April 19, 2013
Why April is a must month for client annuity reviews

April 15, 2013
Private equity poppycock

April 4, 2013
FIUL power phrases for certain sales success in 2013

March 19, 2013
Fixed indexed annuities and the power of annual reset

February 25, 2013
The myth of market timing debunked again

February 12, 2013
3 reasons to consider indexed annuities as an alternative in qualified plans

January 31, 2013
Why many FMOs are Standard and Poorer

January 21, 2013
3 ways to maximize Social Security benefits

January 14, 2013
Is permanent the new temporary with the Taxpayer Relief Act?

January 7, 2013
Do IBM's big retirement changes mean I've been misled?

December 28, 2012
Bonus annuities bust capital gains crunch from Taxmageddon

December 12, 2012
The circle of life insurance underfunding: Where we are in the food chain

December 4, 2012
12 year-end financial ideas to make the yuletide merrier

November 21, 2012
Annuities to benefit from worries about municipal bond regulation

November 8, 2012
Fixed indexed annuities: A proven hub and spoke alternative for a bubbled bond market

October 23, 2012
Savers, investors and Newton's first law of motion

October 1, 2012
Income annuities, investment trends and the Twinkies guide to the state of the economy

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