The designation debate and annuity misinformation
By Staff WriterEditor's note: The following letters from a quartet of industry organizations were written in response to Charles Duhigg's article in the July 8, 2007 New York Times, "For Elderly Investors, Instant Experts Abound," calling into question
April 17, 2008
Carriers need to address boomer needs with new product designsExactly how are boomers planning on getting ahead of the retirement boom? To date, boomers have the highest median household income in the United States. They also make up the lion's share of the political, cultural, industrial and academic
April 17, 2008
The designation debate and annuity misinformationEditor's note: The following letters from a quartet of industry organizations were written in response to Charles Duhigg's article in the July 8, 2007 New York Times, "For Elderly Investors, Instant Experts Abound," calling into question
April 17, 2008
May 'Red flag reminder' advice disputedWow! While it's understandable we don't want persons licensed only as insurance agents giving "investment advice" (Red flag reminders, May 2007 SMA), it seems impossible to know where the various regulating bodies/authorities will draw the line.
April 17, 2008
Nafa making great strides in 2008The National Association for Fixed Annuities is on the front lines of industry battles over regulation, compliance, suitability, image and information. Executive Director Kim O'Brien responds to inaccurate and biased articles in the media and speaks
April 16, 2008
Carriers need to address boomer needs with new product designsExactly how are boomers planning on getting ahead of the retirement boom? To date, boomers have the highest median household income in the United States. They also make up the lion's share of the political, cultural, industrial and academic
April 16, 2008
May 'Red flag reminder' advice disputedWow! While it's understandable we don't want persons licensed only as insurance agents giving "investment advice" (Red flag reminders, May 2007 SMA), it seems impossible to know where the various regulating bodies/authorities will draw the line.
April 16, 2008
Sales down in fixed arenaFixed annuities are the staples of many senior advisors' offerings. And while many advisors are having great success with the products, overall sales were down in 2006, according to Beacon Research, which compiles fixed annuity sales numbers