jkavanagh6
- Oct 9, 2020
- 1 min read

ThinkAdvisor has published its 1st BI-SEM article

Updated: Dec 21, 2020

Link: https://www.thinkadvisor.com/2020/09/30/best-interest-standards-change-and-deferred-annuities/

Title: Best Interest Standards, Change and Deferred Annuities

Author: James Kavanagh

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ThinkAdvisor has published its 2nd BI-SEM Article:

https://www.thinkadvisor.com/2020/10/29/best-interest-for-conservative-investors/

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 Advisor can provide. An accurate evaluation method will be an i

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