Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Thursday, November 02, 2006
Annuities Explained
Perhaps you're a wealth manager who doesn't use the A-word much. But a client wants a briefing. What to do? You might just print out Mark Trumbull's helpful layperson's guide from The Christian Science Monitor.
1 comment:
Getting annuities explained can be just as tough a process as actually getting the check. Although confusing, they are important to understand.
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