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retirement

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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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...

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Due Diligence Works

Product Committee in a Box

Need to set up a product committee?  Wondering if your product committee is on par with your peers?  Thinking your product committee is too...

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Due Diligence Works

DDW Product Score

By popular demand from our clients, finally - a 10-page Due Diligence Report in One Number.  Welcome the DDW Score, coming soon.  Check out an...

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Due Diligence Works

Annuity Income Rankings for Q1 - How to Maximize Your Retirement Income

 

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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