Browse My Most Recent Articles

April 22, 2013
Relying on technology: Financial planning is an art, not a science

November 26, 2012
Problems with jointly owned deferred annuities

September 17, 2012
Do bonus annuities ever make sense for a buyer? Advisors must let clients decide

August 30, 2012
Confessions of an expert witness: the importance of understanding the products you sell

August 9, 2012
Whose death triggers which death benefit in that annuity?

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