Month: May 2018

Compare and Contrast – Income Riders & Annuity Resource

Below you will find some of the better articles about annuity income riders and variable annuities. Author(s) Article Publication Date Bauer, Kling and Russ A universal pricing framework for guaranteed minimum benefits in variable annuities ASTIN Bulletin 2008 Benartzi & Thaler Annuitization puzzles Journal of Economic Perspectives 2011 Blanchett Optimal portfolio allocations with GMWB annuities […]

Simple Tips For Successful Inheritances & Wealth Transfer

Learn these simple tips for Successful Inheritances. Help your heirs hold on to their inheritances and keep your family intact. Giving while living is ideal but that oftentimes is not possible. Wealth transference can be complex and gut wrenching for some. Without careful planning, conditions can end up ripe for wealth destruction. Wealth will transfer, just […]

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