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Financial Advisor Center

In the rapidly evolving investment management industry, financial advisors need access to the right tools and resources to stay ahead of the competition. Our Financial Advisor Center is aimed at enabling financial advisors manage their practices successfully and help investors meet their financial goals.
planning for retirement

What the Secure Act Means for Annuities

Sam Bourgi

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In December 2019, the House of Representatives delivered a gift to the annuity world by approving the SECURE Act. Just like that, the most significant legislation affecting retirement became the law of the land.

What the Secure Act Means for Annuities

In December 2019, the House of Representatives delivered a gift to the annuity world by approving the SECURE Act. Just like that, the most significant legislation affecting retirement became the law of the land.

planning for retirement
nav in capital letters

What is Adjusted NAV?

Sam Bourgi

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Investors who rely on mutual funds to grow their wealth often overlook the importance of the adjusted net asset value (NAV) in their decision-making progress.

What is Adjusted NAV?

Investors who rely on mutual funds to grow their wealth often overlook the importance of the adjusted net asset value (NAV) in their decision-making progress.

nav in capital letters

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