David Macchia, MBA, RMA, CBBF, is founder, Wealth2k. Contact him at [email protected].
The solution the industry needs now doesn’t require eliminating IUL. It requires fixing IUL.
How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
Will the DOL’s new Retirement Security Rule advance the interest of retirement investors? Or will it produce the opposite outcome?
Never lose a client to an advisor who uses Monte Carlo simulations.
We are about to enter a new era in personal finance that will be characterized by a sharp focus on risk mitigation.
