Thursday, July 19, 2012

Caveats to Weigh When Evaluating the CDA

The feature on contingent deferred annuities portrays a generally positive future for these newfangled insurance products, one that could yield a significant revenue stream for fee-based investment advisors. Financial professionals would be wise, however, to consider some caveats before investing much time and resources in this nascent market. Let’s start with a big one. The … Read more
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