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Advisors/Planners/Reps

Cerulli Report Reveals Investor Concerns

by Editorial Staff

Wed, Aug 19, 2009

From August to December of 2008, the number of households describing themselves as conservative investors jumped to 32% from 25%.

A Chat with Jackson’s Clifford Jack

A Chat with Jackson’s Clifford Jack

by Kerry Pechter

Wed, Aug 19, 2009

'We talk all the time about not being the team that performs extremely well for eight and two-thirds innings just to screw it up on the final out,' said the Jackson National EVP.

How to Walk Through Fire

How to Walk Through Fire

by Kerry Pechter

Tue, Aug 04, 2009

Crossing the retirement "red zone" might be compared to a fire-walk. But here are three advisors who are guiding clients (and their portfolios) from age 55 to age 65 with barely even a hot-foot.