Q3 Annuity Income Rankings - Reg BI Neutral Factors
Which solution is best for clients to replace their paycheck in retirement? We analyzed bonds, dividend stocks, managed accounts, annuities and...
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Welcome to New York, Welcome NYS Reg 187
NYS Reg 187 is coming, R U ready. Attend our Webinar Series this Friday at Noon (click below), and we will walk through what needs to be done and...
Product Committee in a Box
Need to set up a product committee? Wondering if your product committee is on par with your peers? Thinking your product committee is too...
DDW Product Score
By popular demand from our clients, finally - a 10-page Due Diligence Report in One Number. Welcome the DDW Score, coming soon. Check out an...
DDW 2019 Conference
We just completed DDW's 2nd annual conference focused on Compliance, Supervision, and Product Selection. An overwhelming success and double the...
Annuity Income Rankings for Q1 - How to Maximize Your Retirement Income
Which solution is best for clients to replace their paycheck in retirement? We analyzed bonds, dividend stocks, managed accounts, annuities and...
Business Expansion - Yuchen Chan joins Due Diligence Works, Inc. as Managing Director of Business Expansion
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