CFP Clients Risk Management White Paper 
Tucker Advisors
SEPTEMBER 8, 2021
One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It These corporations understand that insurance firms act as the world’s risk managers and are better-equipped to manage long-term pension liabilities. Sources: 1. Investopedia.com 2.
Sara Grillo
NOVEMBER 14, 2022
Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.
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