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Best Interest

Best Interest annuities regulations Reg BI Section 7702 rila
Due Diligence Works

Annuity 2021 Landscape

Off Shoring, Corporate Restructuring, Income, Complexity

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Best Interest Life Insurance regulations Reg BI Section 7702
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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Best Interest due diligence annuities Life Insurance retirement income New Products Reg 187 Reg BI Reg Best Interest UITs Structure Products
Due Diligence Works

Eyes on the ball - know what to look for!

Is saving a Penalty Kick luck or skill?

Some goalies consistently make these saves, watch the NYC Major's Cup MVP (click to watch the kick, I...

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Best Interest annuities retirement income Reg 187 Reg BI Reg Best Interest
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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Best Interest due diligence research CWProBuyer
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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fiduciary rule SEC Best Interest mutual funds Fiduciary FINRA
Due Diligence Works

Is Your Due Diligence Independent - Truly Beyond Reproach

August 21, 2018 - Think Advisor

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DOL SEC Best Interest mutual funds Fiduciary due diligence annuities research FINRA
Due Diligence Works

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

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DOL SEC DFS Best Interest Fiduciary
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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