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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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