"How do you know if an annuity is suitable for you?"

ARTICLES I'VE WRITTEN - Feel free to Download

"Why do we keep selling insurance products as investments?"

"Annuities and Suitability: Reflections on the State of the Debate" (Journal of FSP - 2006

"Suitability in the Sale of Fixed Insurance Products

Article on the "Source of Funds" issue in which I'm quoted

          Deferred_Annuities:

_Myths_and_Misunderstandings

"Tax Land Mines in Annuity Planning"

Article on Longevity Annuities

"Ethical Marker Buoys in Annuity Sales"

"Does your firm have a Threat Assessment Committee"?

"What size batteries do you use in that magic wand?"

"What are the different types of annuities?"

"Your Annuity Meets Your Trust: OOPS!"

      "Thinking of buying a deferred                    annuity? DON'T MAKE THESE                             MISTAKES!"

TYPES_OF_ANNUITIES.pptx  Two charts showing the TYPES OF
ANNUITIES and how they are related

   Download files then load into a PDF reader that allows viewing of bookmarks

"Index Annuities: Looking Under the Hood" - Journal of the Society of Financial Service Professionals, November, 2017

Should you record your sales interviews?

FOR FINANCIAL PROFESSIONALS

WON 3rd PRIZE in the 2017 
Journal Author Competition!!

WON 1st PRIZE in the 2006 
Journal Author Competition!!