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There is a fundamental difference between hiring an advisor, and hiring a salesperson.

“Annuities & Mutual Funds” Presentation by Peter Kote for the Fall 2021 workshop series

“Annuities & Mutual Funds” Presentation by Travis McShane for the Fall 2021 workshop series

As fund investing keeps growing in popularity with American families, so has the fortunes of one of the industry’s biggest players.

“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