Planners put a premium on carrier outreach, B-Ds’ annuity expertise Rose was recently featured on Investment News discussing how and what would help advisers to navigate the annuities world. Read below or click on the link to read Rose’s commentary. By Darla Mercado For advisers, navigating the field of annuities continues to be [...]
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Rose in the News
San Diego, CA, April 23, 2012 – The Institute of Business & Finance (IBF) recently awarded Rose Greene with the only nationally recognized retirement designation, CIS™ (Certified Income Specialist™). This graduate-level designation is conferred upon candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, [...]
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Rose’s interview on asset-based long-term care was published in the October issue of The Advocate. Read below or click on the link to read Rose’s commentary. By Rose Greene CA Insurance Lic# 0690429 Long-term care policies save taxes and pay off before you die. “A penny saved is a penny earned,” Benjamin Franklin said. [...]
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Rose was recently featured on The Street addressing the extent to which debt ceiling crisis can affect retirement plans. Read below or click on the link to read Rose’s commentary. By Seth Fiegerman NEW YORK (MainStreet) — The longer the debt ceiling debate drags on in Washington, the more worried many Americans are becoming about whether and [...]
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