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Showing 9 Results of 522

Webinar

Run the Numbers: How to Evaluate Existing Annuities vs. Commission-Free Options

Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
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4658228

Webinar

Run the Numbers: How to Compare Income from an Annuity to a Fixed Income Strategy

Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
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4658207
Josh Welsh

The benefits of including annuities as an RIA

Jul 16, 2024
An important aspect of going RIA is understanding exactly what the different business models and...
Leo Almazora

RIAs’ economic optimism holds steady, but concerns are brewing

Jul 11, 2024
While RIAs are still leaning towards tempered optimism on the economy, they’re also expressing heightened...

Case Study

How Scott Marquardt & Team Leveraged the Breakaway Accelerator Program

Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...
DPL Financial Partners

DPL Financial Partners surpasses $3B in sales

Jul 09, 2024
Firm reaches milestone as annuity adoption momentum accelerates LOUISVILLE, KY, July 9, 2024 — DPL...
David Rodeck

How to Use Annuities for Retirement Paychecks

Jun 30, 2024
If you’re feeling left out because you don’t have a pension, you’re far from alone...

Article

Annuities & Retirement Risk Management, Part 2: Sequence of Returns Risk

Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...
BEN MATTLIN

How To Keep Up With The Flood Of New Investment Products

Jun 11, 2024
New investment and savings products, some very complex, come out all the time. Advisors who...

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