Serving The Constrained Investor-with David Macchia
Serving The Constrained Investor — With David Macchia David Macchia believes that the various segments of the financial services industry must join together to launch a bold new era of annuity sales growth. Macchia’s mission is to help those he calls “constrained investors” — those investors who get to retirement with money, but whose total amount of assets is not high relative to the income they need to fund a lifestyle they consider minimally acceptable. Constrained investors share an absolute