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Deferred Income Annuities? Yeah, we have those.

Deferred income annuities (DIAs) are an up-and-coming alternative to your clients’ retirement income needs. Industry followers have hailed them for creating a “pension-like” income stream. They defer payments for several years, allowing for a higher lifetime annual...

Beyond the death benefit with life insurance

An alternative way to diversify: life insurance can offer a competitive portfolio option with less volatility. Many clients today are looking for a way to diversify their portfolios without taking more risk than they can confidently handle. Yet, when they think about...