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Curtis Cloke, CLTC, LUTCF, is an award-winning financial advisor and retirement income expert, trainer and speaker with over 25 years of experience in income distribution planning. Curtis may be contacted at [email protected]
Articles by this author
The mere mention of the word “annuity” can send clients running for the door if the proper context isn’t established first.
August 2016 | NAIFA INSIGHTS | Read Article →
Changes in federal regulations, increasing longevity and a variety of new products hitting the marketplace are among the annuity-related issues bringing challenges and opportunities this year.
January 2016 | MDRT INSIGHTS | Read Article →
Many don’t know the best way to make their Social Security benefits work for them.
May 2015 | MDRT INSIGHTS | Read Article →
The public has yet to be convinced about the value of an annuity-based strategy on retirement income planning. Here is how you can convert the skeptics.
November 2014 | ANNUITIES | Read Article →
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