As a fee-only advisor, you may not have analyzed enough variable annuity contracts to know the intricacies of specific products owned by your clients and make recommendations about them. It may often seem best to recommend surrendering a VA when the penalty period is over, but often that’s not in a client’s best interest.
At this session, you will learn about:
Speaker Mark Cortazzo, CFP®, is a Senior Partner of MACRO Consulting Group and an industry expert on variable annuities. Mark’s research over the last 20 years has given him extensive knowledge of the nuances of these programs and his clients have benefitted from his use of variable annuities in non-traditional strategies.
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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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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.