Browse My Most Recent Articles

May 3, 2013
Stock market signs and predictions: déjà vu all over again?

February 13, 2013
The Aviva sale: get all the facts and consider the source

January 22, 2013
American Taxpayer Relief Act of 2012 summary

January 3, 2013
Are some index annuities two-tiered annuities in disguise?

April 18, 2012
A guide to 2012 tax law changes

March 12, 2012
Section 79 plans: What advisors need to know

February 1, 2012
Are people really retiring later?

January 25, 2012
10 tips on hiring staff: Should you hire higher?

December 12, 2011
The 10 secrets of prospecting

November 29, 2011
Are you considering changing your broker/dealer because of their position on FIAs?

November 10, 2011
The truth behind securities payout offers

July 21, 2011
Where annuities fit in your portfolio

July 14, 2011
Understanding how annuities are treated under the tax code

June 27, 2011
Why people buy immediate annuities

June 15, 2011
The increasing popularity of fixed indexed annuities

June 6, 2011
How a fixed indexed annuity works and why your money is safe

May 17, 2011
Why people buy fixed annuities

March 16, 2011
The role of annuities in estate planning

February 10, 2011
The reasons to consider a fixed indexed annuity

February 3, 2011
21 questions to ask a prospective new broker/dealer

January 18, 2011
Combining annuities for maximum value

January 7, 2011
Asset distribution: The next big wave

December 23, 2010
Targeting generation X, Pt. 6

December 16, 2010
Targeting generation X, Pt. 5

December 8, 2010
Targeting generation X, Pt. 4

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