deferred annuity product

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  When Clients Outlive Their Longevity Insurance: QLACs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 3, 2013

  Favorable IRS treatment makes QLACs—deferred annuity products—more appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Looking for Long-Term Care Coverage? You Might Not Find It

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  April 5, 2012

  Major insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.