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Category: Markets and Investments

Variable Annuity Review

In many instances, variable annuities aren’t regularly reviewed in the same fashion as other investment holdings. Sometimes a review isn’t made for years. Read this blog post to find out more!

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Behavioral Finance

If there is one lesson to take away from this blog post, it is that your true value to clients lies not in stock-picking prowess or intricate asset allocations, but in how you modify clients’ unproductive human behaviors.

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When to Consider Making a 1035 Exchange

A 1035 exchange refers to the tax code provision that permits the direct transfer of funds in an annuity policy—as well as a life insurance policy—without the transaction being subject to taxation. This post will describe the pros and cons of a 1035 exchange.



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