Browse My Most Recent Articles
June 10, 2015
The proposed DOL fiduciary rule: Can someone help me out here?
January 21, 2015
In search of suitability
January 14, 2015
6 things advisors should know about QLACs
December 2, 2014
We need a separate license for annuity salespersons
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
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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