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By Warren S. Hersch |
August 1, 2012
My review beginning on p. 38 of deferred income annuities (DIAs) (products that delay the start date of annuitization by more than the 12-month time limitation imposed on single premium immediate annuities) provides a generally positive assessment of this recent entrant to the annuity marketplace.
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By Warren S. Hersch |
August 1, 2012
At a time when many life insurers are scaling back or eliminating product guarantees because their balance sheets are strained, many advisors will be heartened to learn that one product boasting an attractive combination of guaranteed income, high rate of return and tax advantages is becoming more widely available: the...
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By Brandon Stuerke |
April 25, 2012
CPAs don’t care how much you know...until they know how much you care.