How A Fee-Only RIA Can Advise Clients On Existing Annuities
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16 reviews with 4 stars
(Updated: March 21, 2013)
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Excellent. You continue to bring value by showing me services that I didn't know about. I have a client with $1,300,000 in four annuity contracts I'm going to use annuity review to help me. Thanks Andy
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(Updated: March 21, 2013)
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There were definitely some interesting findings he's been able to apply, but is not very applicable to our practice. I was expecting more information on incorporating annuities into a fee-only IRA model...things to think about/consider when evaluating.
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(Updated: March 21, 2013)
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graet informatrion
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(Updated: March 21, 2013)
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I was happy to know that this resource is available.
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(Updated: March 21, 2013)
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Very good but Cortazzo wasn't direct enough both times Mark asked about the tax ramifications, early in the call and then toward the end.
I wasn't clear about IMCA CE credit process. Will you submit it or must I?
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