Introducing BI-SEM: Best-Interest Simulation Evaluation Method
Deferred Annuities often constitute a major chunk of a Client’s portfolio. As such, they deserve the best on-going due diligence that an...
We are a a non-profit group, organized for the purpose of establishing a recognized standard method, in the Financial Advisor/Broker community, for the evaluation and on-going management of Deferred Annuities.
