LIBROS DEL AUTOR: david macchia

3 resultados para LIBROS DEL AUTOR: david macchia

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  • The Constrained Investor Safety-First 'Flooring' Process for ERISA Fiduciaries
    David Macchia
    The Department of Labor’s Fiduciary Rule (DOL 4.0) is changing everything for insurance professionals. Insurance agents face substantial professional risks due to DOL 4.0 and NAIC’s Best Interest standard. Running afoul of these regulations is potentially career-ending. Operating as an ERISA Investment Advisor Fiduciary means that the old transactional, product and sales focuse...
    Disponible

    23,02 €

  • Lucky Retiree
    David Macchia
    For a retiree, no financial issue is more important than income. It’s your income, not your wealth, that determines your standard-of-living in retirement.Lucky Retiree teaches you how to secure your income and keep your savings intact. It serves as your roadmap to retirement security, explaining The Income for Life Model, an investment strategy with the objective of creating li...
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    18,81 €

  • Constrained Investor
    David Macchia
    Are you a Constrained Investor? If you are- and you really should know- your long-term financial security in retirement is in peril unless you are protected against the 3 Big Risks of Timing, Inflation and Longevity. Most urgently, Timing Risk is a threat to millions of Americans who are approaching retirement or recently retired. Here’s a fact that may surprise you: a 90-day d...
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    16,68 €