Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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2010 Annuity Distribution Survey: Key Findings (PDF)
Insured Retirement Institute [IRI] and Cerulli Associates Jan. 17, 2011 10 pages. Excerpt: While tax deferral is an important component of fixed annuity positioning, Cerulli believes the appeal of these products owes more to principal protection and guaranteed rates of return. To wit, the product set sales records at the nadir of the bear market as investors fled the equity markets for save havens. However, the tax-deferred nature of this product helps to increase rates of return on an after-tax basis. |
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