By Erick Lindewall, Vice President of Annuity Sales, DMI A few weeks ago I was on a call with an advisor who’s been writing FIA business almost as long as I have. Smart guy. Big book. He was bracing for the renewal conversation. You know the one. A client he wrote in 2020 was about […]
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Why Most Retirement Income Plans Fail and What to Do Instead What if instead of asking: “How do we generate income from this portfolio?” you asked: “How do we deliver the required income with the least amount of capital?” That is the […]
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