What's Ahead: Lifetime income, a hedge against longevity risk, and potential tax benefits. Modern annuities can address numerous planning challenges. Commission free annuities in particular are proving advisor-friendly. An outsourced insurance desk (OID) makes it...
What's Ahead: Debating what's an asset class can be fun, but is often a distraction. More accurately, a structured note is a different, and often more efficient, way access asset classes most investors are familiar with. By getting beyond conventional ways of...
Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after an individual turns 80. For couples, deferring benefits can make even more sense...
What's Ahead: Income notes effectively transform a stock's dividend into a coupon when using a structured note. At times, a note may feature a higher coupon yield than comparable dividend yields. Investors need to pay attention to a note's particulars — a note's...
What's Ahead: Independence has its advantages but requires the timely process of selecting a tech stack. Specialist can help simplify the process, often improving capabilities along the way. New capabilities, such as client personalization, can greatly expand an...
Nov. 14 & 21 • 1:00 pm CT