When Clients Outlive Their Longevity Insurance: QLACs
By Robert Bloink, William H. ByrnesFavorable IRS treatment makes QLACsdeferred annuity productsmore appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.
April 03, 2013
The annuity industry needs its own Series 7 exam…nowIts time to raise the bar, and raise it very high. Our current and future annuity clients are depending on it.
April 03, 2013
Losing the mentors I never hadNot everybody gets a mentor to help hone their craft. But they should. Especially in the insurance business.
April 02, 2013
5 ways to boost profitsGet your selling techniques down pat and then build a profitable business instead of just earning a commission.
April 02, 2013
Disability Insurance Observer: CouchsickSome doctors may be too overworked to understand how dangerous too much rest can be.
April 02, 2013
What Advisors Don’t Know About Variable Annuities: VA MechanicsTo understand how VAs differ and where they fit in a clients portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.
April 01, 2013
Income and allocation strategies in a time of low ratesOne solution that provides principal protection and the potential for market gains is a fixed indexed annuity.
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