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  • About Us
    • Our Mission
    • Our Pledge
    • Our Team
    • Values & Culture
  • Our Focus
    • Comprehensive Retirement Planning
    • Family Wealth Management
    • Wealth Planning for Executives
    • Value Acceleration & Business Transition
    • New Client Requirements
  • Experience
  • Learning Center
    • Retirement Planning Classes
    • Wealth & Life Podcast
    • Videos
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Month: September 2018

This Famously Tricky Investment Product Just Got Easier to Sell. Here’s What to Watch Out For.

Sales of fixed indexed annuities hit a record $17.6 billion in the second quarter of this year, 17% higher than second quarter 2016 and 21% higher than first-quarter sales results, according to LIMRA Secure Retirement Institute, an industry group. Tony D’Amico, CFP® at Fidato Wealth is quoted in this article by Money Magazine.

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