Jeff Karelis

Moving to the dark side

By John Sullivan, Advisorone | April 23, 2009

We know how many of you feel about annuities, but stick with us. As cover subject Jeff Karelis notes in our April issue, Financial Planning...
Believe it. Making the case for boomer annuities

By John Sullivan, Advisorone | April 1, 2009

Annuities for high-net-worth investors; for many advisors, it's an oxymoron. Pricing and suitability issues remain a problem, they say, and the product's compensation structure simply...

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Business Evaluator

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