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Showing 19 Results of 163

Article

Annuities are not just for retirement income

Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...

Article

Understanding the Department of Labor’s Proposed Rule to Protect Retirement Savers

Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players...

Article

Annuity Misconceptions

Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...

Podcast

Aging with Grace: Huge Growth in Annuities and Social Media for Seniors

Jan 15, 2024
David Lau, Founder & CEO of DPL Financial Partners, joins Dale Josey on Aging with...

Article

The difference between a broker-dealer and a financial advisor

Dec 11, 2023
Brokers and financial advisors offer different services, compensation models and standards of care. We all...

Article

Annuity Misconceptions

Nov 17, 2023
Misconception #1: “I won’t run out of money — I don’t want or need guaranteed...

Article

How to Generate Guaranteed Lifetime Income

Nov 13, 2023
Guaranteed lifetime income can play a valuable role in a retirement plan, providing a predictable...

Webinar

Organically Grow AUM with RISA

Oct 24, 2023
Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with...
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Article

Impact of Annuity Usage Survey, 2023

Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...
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