Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
1Q Fixed Index Annuity Sales Slid 9.4% From Last Year
By Linda KocoFixed index annuity sales in the 1st quarter of 2007 fell nearly 4.2% from the previous quarter and 9.4% from the 1st quarter of 2006, ...
June 01, 2007
Life Settlement Special ReportHow to identify life settlement candidatesLife settlements provide a value-added service for clients. Making sure they are an appropriate financial planning tool for seniors requires some close attention to the details. 5 life settlement
June 01, 2007
News that gets noticedSmall-business owners, and financial advisors in particular, know that one key to survival is getting the word out about the products and services they offer. Public relations, by whatever name it is known, is a means to an end. The problem for many
June 01, 2007
Who owns you, cowboy?Many insurance and financial advisors savor their independence. That's why captive agents often go independent as their skill, knowledge and client list grow.
June 01, 2007
Getting the same spin of the wheel on index annuitiesIf index annuities using annual point-to-point, monthly average, or cap forward crediting methods each paid 4 cents out of a dollar of premium to buy index-linked gain potential on that dollar of premium, the "gain-payer" guaranteeing to pay any
June 01, 2007
Sounding the alarmA wakeup call was sounded to all who attended MDRT's Boomertirement industry summit in New York City in late April. MDRT President Philip Harriman, CLU, ChFC, told attendees the organization is "deeply concerned" about the looming boomer retirement
June 01, 2007
Building the bulletproof practiceVery little can compare with the satisfaction that comes with adding new names to the client list. But obtaining new clients is costly and time consuming. While it is absolutely necessary to regularly grow one's business, time spent pursuing new
June 01, 2007
IRS Answers Modified Endowment Contract QuestionFederal officials have issued guidance that may be of interest to financial advisors in the executive benefits market.The Internal Revenue Service has answered a question ...