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    Allie Miller

    Area Executive Vice President of Partners Advantage

    With over 30-years of industry relationships, Allie has been a key leader in the expansion of Indexed Life and was an early adopter of its benefits. Knowing history and cycles allows Allie to take calculated risks to position the firm to win.

    Recent Posts

    Dealing with the DOL Fiduciary Rule

    Posted by Allie Miller on Wed, Oct 26, 2016 @ 05:31 PM

    Once again our industry is under attack from those in Washington that hide behind the guise of consumer protectionism. Over the last 6 years Indexed Annuities have had tremendous success.

    Their success has not gone unnoticed by the regulators. When you couple the sales success with a handful of products with excessive compensation and high surrender charges, and highly publicized suitability lawsuits, it has lead to higher national visibility and scrutiny.

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    Tags: practice management


    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.