Category: Markets and Investments
Posted by Tim O’Grady | Jul 18, 2017
For investors, the Investment Policy Statement (IPS) may be the best tool for defining where they want to go and how they expect to reach their destination. In this post we will be discussing the benefits of an IPS.Read More
Posted by Keith Carravone | Jul 11, 2017
This is a must-read post regarding new variable strategies. As your clients become introduced to two new VA products, they may find that old perceptions melt away, discovering new value in a cornerstone retirement planning product.Read More
Posted by Keith Carravone | Jun 29, 2017
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.