Blog

Posts about

Reg BI

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...

Read more
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...

Read more
annuities retirement income Reg 187 Reg BI Reg Best Interest
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