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
August 26, 2013
How to explain annuity surrender charges to avoid complaints
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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