When annuity marketing material needs a little embellishment, that can be a big problem in court.
Having a clear and sustainable withdrawal policy in place plays a critical role in helping to keep retired clients from outliving their assets. But getting them to stick to the plan might be even more important...
Insiders know more, are better prepared and generally more successful. Today's top advisors subscribe to our premium newsletter to ensure that they don't miss out the most important industry changes that are happening in real time. Starting at $8.95/Mo.