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.
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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.
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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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There are bad economic predictions and market calls gone wrong … read on!
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The variable annuity has always offered long-term investment opportunities and life insurance protection, though the features and benefits have become increasingly more generous and complex as insurance companies competed to win investors’ dollars.
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