Smart People Making Dumb Predictions
There are bad economic predictions and market calls gone wrong … read on!
Read MoreAuthor: Keith Carravone
VAs in Asset Allocation
A hypothetical scenario explaining what percent of retirement assets should be in a variable annuity? Interesting…..
Read More
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!
Read More
Expanding Your Business Through IOVAs and Fee-Based Annuities
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
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.
Read More
Recent Videos
