5 Annuity Business Beauty Secrets
Here's what one issuer's executives told investors about the company's annuity business.
State Regulators to Look at Variable Annuity Draft
Jim Armstrong has been working on updating the accounting rules for interest rate hedges.
Turkey Time: 4 Year-End Review Strategies
If you're selling Medicare policies, you're booked up. If not, here's something else to think about.
When You Go Home for Thanksgiving
Sometimes, caregiving may be a topic that touches your own life.
Mulvaney Says It Would Be OK to Drop Mandate Repeal in Tax Plan
For the Trump administration, ACA mandate repeal may be more than a bargaining chip but less than a must-have.
3 Magic Financial Services Sales Questions
Paul Karasik gave NAILBA members ideas for a simple (but, possibly, time-consuming) way to start a relationship.
Smart Contracts Still Aren’t Nearly Smart Enough
The author notes that that much of the money parked in Ethereum contracts has gotten stuck.
NAILBA Adopts 7-Point Strategic Plan
Jim Sorebo said it's time to act like a Spartan in “300” and go on the offense.
Advisors Must Act in Customers' Best Interest: DOL Secretary
Alex Acosta said EBSA will go after retirement advisors in material breach of the standards.
Preparing for the Worst: Disaster Planning 101
A lot depends on clients' level of resilience. Thinking ahead may improve that.