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Archive | January 20, 2013

Baby Boomer Bonanza

At the turn of the century, there were around 2.5 million Americans that turned 65. That is a staggering number, but what is even more staggering is that this year more than 3.5 million Americans will pass that milestone.  And for the next 20 years, that number will continue to increase as more and more  Click to Continue


When you come to a fork in the Road take it on New FIA illustration Regs

The old saying figures lie and liars figure is no more relevant than in the Financial Services industry and continue to conjure up images of “big tales of whales” under the new implementation of Iowa’s illustration rules that will slowly work their way throughout the country. First, let me go on record as saying that  Click to Continue


Perpetual Gifts with Punch, Power and POW!

If the lottery is a tax on people who are bad at math, then some new indexed annuities geared toward Generation X are extremely good at providing a way of sticking a toe in the stock market without getting your feet chopped off.  In addition, with the gift tax annual exclusion remaining at $13,000 after  Click to Continue