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Reg BI

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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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...

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