A recent private letter ruling (“PLR”) offers tax relief for the annuity-owning clients of registered investment advisors. Issued by the...Continue Reading
Midwest Holding subsidiary American Life has launched their first-ever Multi-Year Guaranteed Annuity (MYGA) for the RIA market. American Life consulted...Continue Reading
Grow Your Business by Focusing on Others Business Networking International (or BNI), a networking organization with more than 3700 chapters...Continue Reading
The Future is Unbundled Sequence-of-return risk can play havoc with an individual investor’s retirement income. The “fragile decade” – the...Continue Reading
Investors Increasingly Drawn to Lifetime Income Thanks to Harry Markowitz’ Modern Portfolio Theory, the 60/40 portfolio has been a widely...Continue Reading
