Products
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Navigating Common Talent Challenges
CourseWe speak with Michelle Wong, CEO of Nifty Advisor Support about some of the challenges and solutions Advisory firms face in managing their most important resource, their talent!
Free
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Guaranteed Minimum Income Benefit Riders
CourseAn overview of GMIB riders, a popular but complex annuity rider. Upon completion you will have a working understanding of rider structure, common benefits and features as well as important considerations when servicing contracts with GMIB riders
Free
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Fast Facts-Retirement Distribution Rule 72(t)
CourseThe IRS code allows the ability for distributions from qualified assets under Rule 72(t). Understanding both what a 72(t) distribution is and how to set one up without running afoul of IRS rules is critical.
Free