Showing Results of 154
Case Study
Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...
Case Study
Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...
Case Study
Jan 25, 2023
Andrew Lippert, Founder & CEO of Simplified Wealth, uses the RISA to ensure all parts...
Case Study
Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...
Case Study
Jan 24, 2023
Shannon Stone of Griffin Black, Inc. — an Independent RIA in CA — uses the...
Case Study
Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...
Case Study
Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...
Case Study
Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...