A Washington insider’s outlook on annuities
October 17, 2014 by Daniel Williams
Speaking at the 2014 IMO Summit in Scottsdale, AZ today, Andy Friedman gave reason for optimism for annuity advisors.
“Be wary of tax drag on clients,” said Friedman, who is a political affairs expert and the founder of The Washington Update. “Look at clients’ mutual fund. If those funds are not tax efficient, the clients could be losing out,” he said.
Originally Posted at LifeHealthPro on October 16, 2014 by Daniel Williams.
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