2/2025 Low Risk Annuity Trades

2/2025 Lowest Cost Share Class in 3rd Party Models

2/2025 January Annuity Sales

1/2025 Sunset Plans

1/2025 Low Risk Annuity Trades

12/2024 Retail Incentive Plans

12/2024 Medicaid Compliant Annuities

12/2024 Client Fees for Advisory Accounts

7/2024 Referring to Trust

7/2024 Advisor Grids pre or post platform fees

6/2024 Cost of Annuity Sales

6/2024 Back Office Metrics

5/2024 Cost of Sales

4/2024 Call Center Model Productivity

3/2024 Asset Management Svs and Commissionable Variable Annuities

1/2024 Transferring Advisors Book to Family

12/2023 HSA Plans

11/2023 Associated RIAs and Home Office Models

11/2023 Annuity Product Training

10/2023 Self-Sourced Compensation

10/2023 Off Channel Communication

8/2023 Annuity Compensation - Level at BD or Advisor?

5/2023 Lookback Period - Annuity Exchanges/replacmnts

4/2023 Fee Based Annuity Sales

3/2023 Is Barclays on your Structured Products Calendar?

3/2023 Annuity Concentration Limits

2023 Credit Rating Agency Requirements

12/2022 Financial Planning Goals and Metrics

12/2022 Deferring Commission for Qualified Business Expenses

12/2022 Home Office Models