The Downside of Decumulation

The Downside of Decumulation

“The question isn’t at what age I want to retire, it’s at what income.” – GEORGE FOREMAN In this article, we will share an approach that will expose the weakest links to the most common choices when purchasing an annuity and provide you...
Investment Accounts “Rule of Three”

Investment Accounts “Rule of Three”

As a professional, you want to join the conversation your clients are already having in their mind. At some point in the future, there are only three possible options (or some combination of the three) for your clients regarding any income asset, once they have...