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Best Interest

Due Diligence Works

Annuity 2021 Landscape

Off Shoring, Corporate Restructuring, Income, Complexity

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Due Diligence Works

Is Life Insurance a Priority Again?

As we approach the later stages of one of the longest bull markets, protection is back on. What has changed? COVID, Rates – Section 7702 relief,...

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Due Diligence Works

Eyes on the ball - know what to look for!

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Due Diligence Works

Best Interest Analysis - Annuity & Carrier

After many years of research, we are ready to unveil our DDW Annuity Carrier and Product Scorecard (additional products to follow).  Stop looking...

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Michael Freeman

What does Full Coverage mean?

Just back from a Citywire Pro Buyer conference in NYC. Had the opportunity to sit down with about 12 top asset managers across fixed income,...

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Due Diligence Works

Is Your Due Diligence Independent - Truly Beyond Reproach

August 21, 2018 - Think Advisor

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Due Diligence Works

Fiduciary Rule - Is NJ taking the lead? And SEC testimony! All last week

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Admin

Checks and Balances

When the states don’t like what the federal government is doing, they make their own laws. New York State issues its own Best Interest regulation.
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