Browse My Most Recent Articles
October 20, 2014
Does your firm have a threat assessment committee?
April 30, 2014
What did you mean when you said “annuity”? A personal view
February 14, 2014
When should I recommend an annuity?
January 29, 2014
A discussion of insurance duty: fiduciary duty, fiduciary standard and suitability
August 26, 2013
How to explain annuity surrender charges to avoid complaints
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?
Showing: 1 -