“Annuities & Mutual Funds” Presentation by Paul Horn for the Fall 2021 workshop series
Annuities have existed as a concept for thousands of years, but they aren’t used very often by today’s retirees — and part of that has to do with their name.
Whether inclined to stay or to go, advisers owe it to their clients and themselves to pay attention to the subtle, but important, changes happening at the company
Variable annuity sales surge 55% to $32.8 billion in Q2, marking the highest quarterly sales in that category in nearly six years, according to the Secure Retirement Institute
“Annuities & Mutual Funds” Presentation by Paul Horn for the spring 2021 workshop series
Annuities and Mutual Funds presentation by Patrick Chu and Peter Kote the Fall 2020 workshop series
Required licenses to sell securities and to provide investing and general financial advice
It’s Your Money Quiz and Answers for the fall 2020 workshop session
Schoolteachers and other government and nonprofit workers are often at the mercy of confusing contracts tied to arcane investments, sold by representatives who may not understand them.
The Financial Sales Game – Presentation by Peter Kote & Don Vivrette