2023 Annual Banner

Investments Update

Suggested subtopics:

  • Discuss hot topics in the industry.
  • CITs basics.
    • Comparing Mutual Funds versus CIT’s – when does a CIT make sense?
  • ESGs: Good, bad, and ugly – and what does it actually mean?
  • In-plan annuities/Guaranteed Income Products/Guaranteed Minimum Withdrawal Products
  • Crypto
  • Real estate

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