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By Moshe A. Milevsky |
December 20, 2012
Perhaps the next step in the evolution of retirement annuities is to go back to the past. Maybe the annuity of the year 2020 pays out no cash at all, but instead offers an actual retirement service. Allow me to explain.
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By Marlene Y. Satter, AdvisorOne |
June 29, 2012
The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.