Newsletter

Blog1 post image Who Certifies a CFP?

December 13, 2024

Who Certifies a CFP?

It’s considered to be the gold standard of financial services certifications, this designation is granted by the Certified Financial Planner Board of Standards. It’s a chicken and an egg kind of thing. The certification came sometime in the 70s and the Board to essentially administer and regulate the program was started as a non-profit in […]

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Blog1 post image Will an Annuity Bonus pay for a Roth Conversion?

December 4, 2024

Will an Annuity Bonus pay for a Roth Conversion?

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Blog1 post image Annuity Commissions vs Investment Fees

November 20, 2024

Annuity Commissions vs Investment Fees

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Blog1 post image How Fees Affect Investment Performance

November 20, 2024

How Fees Affect Investment Performance

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Blog1 post image Fidelity's Annuity Push: Then vs Now

November 16, 2024

Fidelity's Annuity Push: Then vs Now

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Blog1 post image Year End Annuity Sales Pressure

November 8, 2024

Year End Annuity Sales Pressure

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Blog1 post image Midland National Annuity Review

October 30, 2024

Midland National Annuity Review

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Blog1 post image Are Bonus Annuities A Good Deal?

October 25, 2024

Are Bonus Annuities A Good Deal?

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Blog1 post image Collapse of the Dollar

October 17, 2024

Collapse of the Dollar

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Blog1 post image Do Insurance Companies Use Options for Indexed Annuities?

October 10, 2024

Do Insurance Companies Use Options for Indexed Annuities?

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Blog1 post image The First Step To Buying An Annuity

October 3, 2024

The First Step To Buying An Annuity

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Blog1 post image 2024 Annuity Index Performance

September 25, 2024

2024 Annuity Index Performance

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Blog1 post image A Better MYGA Option

September 19, 2024

A Better MYGA Option

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