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​August 2014​

Cover Story

Understanding Medicare Enrollment Periods

by Katy Votava, Ph.D., RN
Medicare enrollment periods and their acronyms can be confusing. Help your clients make sense of the Medicare alphabet soup, so they can make the best enrollment decisions.

Practice Management

The Future Is For Real: Succession Planning Reframed

by Lewis J. Walker, CFP®; and Maria C. Forbes
Do you have a plan for living well, with passion
and purpose?


Determining the Optimal Fixed Annuity for Retirees: Immediate versus Deferred

by David Blanchett, CFP®, CFA
Results of this study suggest that deferred income annuities offer significant promise to retirees as an efficient form of guaranteed income.

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