I have a feeling you're looking at a snapshot of two important trends here: Capital Analysts creating a flat fee model for advisors who affiliate with its BD platform (see the Marion Asnes article below), and the deferred annuity concept, where you put a little money into an annuity that will pay an adequate income at age 80 and for life thereafter, turning the whole retirement plan into a period-certain calculation. (The article by Ilana Polyak failed to mention that Symetra, Inc. has a similar product out.)
Meanwhile, you get good practice management insight from the article by Stephanie Bogan, and I applaud the editorial staff at Financial Planning for putting a picture of the writer on the cover. I hope this starts a trend, and that it eventually extends to columnists...
MEDIA REVIEWS - February 8-15, 2010
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