What license is required to use The Income For Life Model?

Joe Doherty

January 28, 2011 15:16

Q: What license is required to be part of this process: broker-dealer, RIA, or none? What about fee only?

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  David Macchia

  January 28, 2011 15:34

  The Income for Life Model is neutral in terms of advisors' practice models. It works well with RIA, brokerage and hybrid RIA models.  The products types chosen by  adivisors to fund the Model are reflective of the individual advisor's practice structure.

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