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"long term care"

    Product R + D

    Annuities & Peace of Mind [Ibbotson FIA Whitepaper]

    by Walker Ham June 4, 2019
    written by Walker Ham

    In the olden days, many advisors would shutter at the word, “annuity.” And if your clients were to Google the term, they’d find all kinds of information about how bad annuities are. And don’t even get me started on all the advertisements from Fisher Investments.

    However, over the past few years annuities have started to get a little shine to them. They’ve become a good option for some retirees to consider as part of their retirement portfolio. Especially in the indexed annuity space.

    Continue Reading
    June 4, 2019
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  • Product R + D

    Tax Breaks for Charitable Giving Have Disappeared [How You Can You Help]

    by Chris Vance May 9, 2019
    by Chris Vance May 9, 2019

    Tax breaks for charitable giving are disappearing. But are they really? With the 2018 tax season now behind us, and many of your clients have found their annual charitable gifts got a …

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  • Product R + D

    5 Features a Life Insurance Policy Should Have

    by Scott Hall December 3, 2018
    by Scott Hall December 3, 2018

    Updated September 6, 2023, at 6:59 PM Whether your client already owns a permanent life insurance policy or they’re considering purchasing one, sometimes the complexity can be overwhelming. Life insurance can be …

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