similar products

• 

  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.

• 

  Why Cost Disclosure Might Actually Work for Clients and Advisors

  By Bob Clark, AdvisorOne  |  November 20, 2012

  Knut Rostad may well have hit upon one of the few instances when full disclosure could prove to be a tremendous benefit to clients.

• 

  An Unlikely Marriage: The New Term UL

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 29, 2011

  If your clients would benefit from a low-cost, term-like product with permanent features, take a look at Term Universal Life.

• 

  Managing Volatility With Managed Futures

  By John Sullivan, AdvisorOne  |  December 28, 2011

  Ben Warwick took so long to begin to answer our first question about the benefits of managed futures, we wondered if he was multitasking.

• 

  Profiting from Morality

  By Savita Iyer-Ahrestani, AdvisorOne  |  November 1, 2011

  Brian Payne, vice president of investments at Wells Fargo Advisors in Dallas, has had a close association with the Muslim community in the Dallas/Forth Worth area for about five years.