Making Sense of the NAIC Risk Oversight Landscape
By Sabrina WilsonHow regulators are managing life and annuity issuers' investments is changing.
April 11, 2023
Don't Punish 60 Million Medicare Beneficiaries Because of Joe NamathProposed changes would harm consumers by creating confusion, frustration and delays during the enrollment process.
April 11, 2023
Should Your RIA Add a Custodian?Regardless of its size, your RIA could benefit from a multi-custodial system.
April 10, 2023
How to Get Your Assistant to AssistTo get things done quickly, make communicating your priorities a priority.
April 10, 2023
Research Points to a Better Way to Market AnnuitiesEmphasizing annuities' role in asset preservation may be a better sales pitch than current fear-based tactics.
April 10, 2023
Confessions of an Indexed Annuity PuristIt's time to admit there may be a better way to calculate interest on a policy.
April 04, 2023
Accelerated Underwriting Calls for Reconsideration of ManualsA top underwriter makes the case for updating processes to reflect new data sources.
April 04, 2023
Life Settlement Taxes and 1099sOne policy sale may lead to calculations involving three different tax rates.
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