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August 08, 201610-2-2 - How do the required minimum distribution rules apply to a nonqualified annuity18 minPlay
August 08, 201610-1-1 - What are the requirements of the annuity suitability regulations under NAIC and FINRA?17 minPlay
August 08, 201610-2-1 - What is the "non-natural person" rule for annuity contracts and how is it applied11 minPlay
August 08, 201610-1-1 - Why is suitability such a concern for an older client purchasing a deferred annuity12 minPlay
August 08, 20169-1-1 - What factors need to be considered in order to choose the optimal retirement age (Part 1)?24 minPlay
August 08, 20169-1-1 - What factors need to be considered in order to choose the optimal retirement age (part 2)?24 minPlay