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Category: JUNE/JULY 2016

JuneJuly2016-Hayashi

The Future of Annuity Suitability

The new DOL Fiduciary Rule (“the DOL Rule”) is likely to have a profound effect on the way insurers and agents do business. For annuity business involving retirement plans and IRAs, the DOL Rule...

JuneJuly2016-Hegna

The 60/40 Portfolio is DEAD!

Long Live Life Insurance and Annuities! Financial advisors need to adapt and stay ahead of the trends! There are so many traditional views of the “proper way” to retire that have worked for 40...