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The Deferred Annuity Option
By now most employees who planned to retire before the end of the leave year have either left or put in paperwork to do so.
Point: Advisors should not sell insurance or annuities
If you’re a financial advisor, you’re likely to agree that in providing prudent advice, you will want to review your client's insurance coverage.
What Is An Immediate Annuity?
An immediate annuity is an investment that turns your current retirement savings into future income payments.
Recent State Fiduciary Duty Developments: Alabama and Rhode Island Issue Regulations
Alabama and Rhode Island are the most recent states to issue regulations setting forth a best interest standard for annuity producers.