Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.
Variable Annuities, Death Benefits and the Uninsurable Estate Owner
Any robot can sell an annuity. You can untangle knots.
What You Need to Know About Annuity Classes
Understanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
A heretical proposal: How about sharing risk with our annuity carriers?
Why not reduce agent commissions proportionally as the single premium increases?
6 things advisors should know about QLACs
If your clients aren't asking these questions yet, they will be very soon.
DIAs & QLACs: What the new Treasury regulations mean for advisors
Find out what the new regulations on the use of deferred income annuities in IRAs and qualified plans will mean for advisors and their clients.
What you need to know about the cost of fixed annuities
One of the most common objections to an annuity purchase is cost. Here's how to explain these complex charges to your clients.
12 annuity suitability factors you need to know
These 12 points must be considered by any advisor prior to recommending an annuity.
A discussion of insurance duty: fiduciary standard and suitability
Find out what happens when people sit down after attending a financial advisors association event and discuss insurance, fiduciary duties and what is expected of them when serving clients.
10 Ways Annuities Can Benefit Estate Plans
A principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.