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Advisors/Planners/Reps

What Affluent Investors Want

by Kerry Pechter

Tue, Aug 25, 2009

About one-third of affluent investors make all their own retirement decisions, the Phoenix study showed.

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.

What Affluent Investors Plan To Do Soon

by Editorial Staff

Wed, Aug 26, 2009