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“Bueller…Bueller…Annuities? Win Ben Stein’s Annuity Money!

That’s right!  The brilliant mind behind the famous movie quote “Bueller…Bueller” from “Ferris Bueller’s Day Off” just gave one of the biggest endorsements on annuities that we have seen from a celebrity in quite some time. In the past few years, we have come across great annuity endorsements from people like Warren Buffett, Ben Bernanke,  Click to Continue

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Advisers Help Clients Sharpen Their Pencils

The most widely followed stock index in the world is the Standard and Poor’s 500, a capitalization- weighted index followed from sea to shining sea and around the Globe from Wall Street to Wallyworld.  It covers a wide variety of companies from Apple to Big Lots.  It is still after 18 years, by far the  Click to Continue

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REITS right combo with Annuities?

In a world that is challenging to find assets that zig while others zag, Real Estate Investment Trusts or REITS,  have provided an effective way to invest in the housing and commercial property recovery while outperforming the broader equity market, and the S&P 500 index the last 4 years. The performance of REITS have been significantly  Click to Continue

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Which FIA Private Equity Manager Wins

With BNP Paribas upgrading AVIVA, it’s beginning to appear that analysts are beginning to see rreal value in Private Equity’s entrance into the Annuity Industry. I am reminded, however, that their estimates of hidden value are like a bikini. What they reveal is important. What they conceal is vital. As AVIVA’s U.S. operations are divested  Click to Continue

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The Taxing Tape Measure Unplugged

According to Carmine Gallo, author of Presentation secrets of Steve Jobs, people retain about 10 percent of your yellow pad presentation but when you add stories and imagery, the client retains an incredible 65%! The three critical phases of lifetime retirement and income planning, accumulation, consolidation and distribution encompass our lifetime if we are blessed  Click to Continue

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GRATs are Great but Hustle

Now that the recent merger and acquisition activity over the last week shows that banks are beginning to loosen up their vaults a little bit. The old saying that a banker is a fellow who lends you his umbrella when the sun is shining and wants it back the minute it begins to rain. Now  Click to Continue

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How will the Next Derivative Train Wreck affect industry leaders

There’s only one problem with those places that feature sand, surf, sun and surff this year . You come back burned, bushed and broker. So it has been with one of the greatest oxymoron’s of the last 30 years “implicit government guarantee” As the world’s largest pool of capital at $700 trillion and growing  has  Click to Continue

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Private Equity Poppycock

Metlife’s exit from the Banking industry and Genworth’s  departure from the mortgage industry may spell the end of the Financial Services industry’s infatuation with the concept universally accepted in the 1980s called the Financial  Services Supermarket. At one time, when Sears acquired insurance company, Allstate, broker, Dean Witter, and Real estate agent, Caldwell Banker, it  Click to Continue

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Are Caps too Low?

At least a couple of times a day, I hear advisers talk about caps on indexed annuities being too low. The answer should always be relative to what? Of course they are low compared to where they were five and ten years ago but that does not negate the potentially powerful benefit of owning one.  Click to Continue

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