Take a Deep Dive into SMAs and IDFs with Ben Rainey and Frank Hirsch along with David C. Reynolds, CFP®, CLU® and Kevin Murphy. They will look at what funds are available and their role in a properly structured PPLI or PPVA contract as well as how the IRS views IDFs differently with respect to Investor Control and Diversification compared to a SMA program. Tomorrow, 4/23 at 9:30 MT. https://lnkd.in/gmiRSEnR
WealthPoint, LLC’s Post
More Relevant Posts
-
Over the last few years, multi-year guaranteed annuities have reemerged as a valuable solution for clients. Download our free guide to learn more about how MYGAs can benefit both your clients and your business.
A Simple Guide to Today's MYGA
info.seniormarketsales.com
-
Qualified Longevity Annuity Contracts (QLACs) are relatively new, and a pretty niche part of the annuity marketplace. This webinar goes into some of the pros and cons of the contracts.
QLACs Explained - Pros, Cons, and benefits of Qualified Longevity Annuity Contracts
https://www.youtube.com/
-
Raymond Hartford offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. #financialplanning #financialplanner #inflation #moneymanagement #wealthmanagement #retirementplanning #financialfuture
-
-
Logician * Liability Minimizer * Analyst * Empath * Knower of Speech Parts * Straight Baller
About to (not later than end of summer) become an #ERISA #investmentadvice #fiduciary on #annuities? As in, are you a #financialprofessional of any variety who works with #qualified accounts, and recommends annuities? You might want to consider watching this free video put out by the RIA I co-own, Annuity Research & Consulting, for more information on how prudent experts held to an ERISA standard can approach #annuity evaluation ARC's next webinar on evaluating issuer creditworthiness will be held Jan 17, link live on the same youtube channel where this video is housed (as in, if you want to see next video, you might want to subscribe to the YouTube channel, in case you miss registration alerts that I will put up on LinkedIn over the next few weeks) #definedcontribution #retirementincome #fiduciaryduty #fiduciaries
Annuity Research & Consulting(ARC) Presents: Annuity Due Diligence for Plan Fiduciaries, in pictures
https://www.youtube.com/
-
Want to learn more about how RIAs are using annuities, and in particular some insights into how knowledge about annuities translates in interest among advisors? Have David Lau and I got the webinar for you! Come hang out tomorrow at 1 pm ET y’all!
Last chance to register! Join this live session as David Lau & David Blanchett present new survey results on how RIAs are using fee-based annuities in their practices and how they are becoming a game-changer for clients & advisors alike: https://bit.ly/40FaxED #FinancialPlanning
-
-
Marketing Strategy Director, RIA & Growth Markets | Consumer Markets Division at Pacific Life
Yes, fixed indexed annuities can be part of a fee-based portfolio! Santo Marasco, CFP®️, shares why he believes #RIAs should consider annuities as viable strategies to meet the ever-changing demands of their clients and industry.
Read the Full Article
ria.pacificlife.com
-
Yes, fixed indexed annuities can be part of a fee-based portfolio! Santo Marasco, CFP®️, shares why he believes #RIAs should consider annuities as viable strategies to meet the ever-changing demands of their clients and industry.
Read the Full Article
ria.pacificlife.com
-
Yes, fixed indexed annuities can be part of a fee-based portfolio! Santo Marasco, CFP®️, shares why he believes #RIAs should consider annuities as viable strategies to meet the ever-changing demands of their clients and industry.
Read the Full Article
ria.pacificlife.com
