Blog

Posts about

Reg 187

Due Diligence Works

Eyes on the ball - know what to look for!

Read more
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...

Read more
Due Diligence Works

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...

Read more
Due Diligence Works

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...

Read more