Good Suitability Screening Makes Good Sense For Annuity Sales
By Norse N. BlazzardHardly a day goes by that there is not something reported in the trade press or even in the general financial press about suitability issues ...
February 14, 2007
NASD: Comp Not Valid Reason To Convert Rep's BusinessA financial services company is not supposed to replace all of the variable annuities held by customers of a rep who comes over from a ...
February 12, 2007
NAVA Develops Annuity Sales StandardsThe National Association for Variable Annuities has announced an initiative to set voluntary standards for the electronic annuity purchasing process.The NAVA Straight-Through Processing Standards Initiative ...
February 12, 2007
NAVA Develops Annuity Sales StandardsThe National Association for Variable Annuities has announced an initiative to set voluntary standards for the electronic annuity purchasing process.The NAVA Straight-Through Processing Standards Initiative ...
February 01, 2007
Insurer Rolls Out VA Withdrawal Guarantee OptionGuardian Insurance & Annuity Company has introduced the Lifetime Focus variable annuity rider.The GIAC rider guarantees a minimum amount of benefit withdrawals, according to GIAC's ...
February 01, 2007
A 'Class' Act"Retirement Income University," introduced in January, is a great idea! Offering Research readers a steady stream of information and context can certainly help them navigate...
December 11, 2006
NAVA Reports Higher 3Q VA SalesU.S. variable annuities attracted $9.3 billion more in cash than they lost during the third quarter, up from a net inflow of $4.7 billion for ...
December 11, 2006
NAVA Reports Higher 3Q VA SalesU.S. variable annuities attracted $9.3 billion more in cash than they lost during the third quarter, up from a net inflow of $4.7 billion for ...