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White Papers


DDW View on SEC Regulation Best Interest

DDW View on NYS Reg 187

DDW View on NYS Reg 187

IUL White Paper

Indexed Universal Life – An Analysis of Product and Industry Trends

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Texting and Social Media - Interview with Mitch Avnet

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White Paper - Managing Conflicts of Interest and Other Key Regulatory Challenges

Should Firms Insource

Should Firms Insource or Outsource

Key Trends for 2018

Key Trends for 2018 -Wealth Management Outlook

Product Research Departments

Product Research Departments are Scrambling for Annuity Due Diligence.

Time is Worth

Your Time is Worth MoreThan Chasing Ghosts.

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