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Watch Out for ERISAfication of All Retirement Money, Experts Warn IRI
Legal experts with retirement plan companies and broker-dealers on Monday warned of the “ERISAfication” of individual retirement plans if the U.S. Department of Labor’s (DOL) fiduciary rule proposal is adopted. Read More
Annuities: 4 Ways to Reach More, Sell More
Based on recent Deloitte research, insurers should be doing these four things if they expect to consistently increase their annuities market penetration. Read More
The 3 Most Important Money Lessons My Dad Taught Me
Many of our financial dos and don’ts are instilled by parents at an early age. Here’s what my father passed along to me. One of the responses I often hear from clients toward the end of a financial planning meeting is, “This sounds good. I’m going to talk to my dad about it.” Read More