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Updated: Dec 28, 2019
InvestmentNews columnist Greg Iacurci contacted me earlier for my thoughts on the recent SEC Investor Bulletin regarding Indexed Annuities. Here's the SEC Bulletin: https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_indexedannuities
Here's the InvestmentNews article: https://www.investmentnews.com/article/20190816/FREE/190819940/sec-draws-ire-with-indexed-annuity-misstep
David H. Kinder | Lifetime Tax & Wealth Educator
Dynamic Advanced Insurance, Financial, and Retirement Strategies