In the News

How to Judge if an FIA Fits a Client’s Portfolio

April 25, 2018 – Financial Planning
ATLANTIC CITY, N.J. — Clients and their financial advisors have grown increasingly interested in fixed index annuities as the products tie in new benefits while becoming simpler, but they’re still not always the right choice.
Advisors need to weigh the tradeoffs of FIAs, which can include fees, the costs …