Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
Ask questions to uncover clients' perfect world
By Kelly ShawOur next step in reducing sales resistance is to ask more questions to help the client discover or expand upon his needs. We do this by asking the right types of questions. You're going to want to ask open-ended questions that get detailed answers
August 05, 2007
To Insure Longevity Risk Or Not: That Is The QuestionThe goal of retirement income planning is to convert the client's nest egg into a stream of inflation-adjusted income that will last the client's lifetime. ...
August 05, 2007
To Insure Longevity Risk Or Not: That Is The QuestionThe goal of retirement income planning is to convert the client's nest egg into a stream of inflation-adjusted income that will last the client's lifetime. ...
August 01, 2007
Coming Home to RoostProblems in the subprime fixed-income market played perhaps a larger-than-expected role in presentations and discussions among the experts at Morningstar's annual Investment Conference, this year...
August 01, 2007
The Art of the ReferralRecently, after listening to me speak about the referral process, several advisors privately admitted that although they work by referral only, they could not recall...
July 31, 2007
Make the most of QCCsTaxpayers who are looking for an income tax deduction, yet don't want to give up title to real property to a charity, should consider making a qualified conservation contribution. A QCC is a contribution of a qualified real property interest to a
July 20, 2007
Earnings: Allstate, Torchmark, OthersLife and annuity operations did well at Allstate Corp. in the second quarter despite a sharp drop in sales of fixed deferred annuities.Allstate, Northbrook, Ill, ...
July 01, 2007
The "why" behind the GLWB explosionOne year ago, the first index annuities offering guaranteed lifetime withdrawal benefits were introduced. By the spring of this year a majority of top indexed carriers were offering GLWBs on at least some of their annuities, and almost all of the