Please review the articles, white papers and case studies that can be of assistance in navigating the financial services marketplace. Patpatia & Associates has created these resources as a service. Please feel free to download and share with your colleagues.

> A P & A Case Study in Life Insurance and Annuities

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> 2009 Advice Embedded Solutions

Find out how a broad array of wealth managers are deploying new liability-driven managed money platforms, including retirement income vehicles.

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