Economy & Markets
The important economic and stock market news that advisors need to know.
The Obama Bubble
By Alexei BayerThe Obama Bubble The late 1990s were marked by a stock market bubble, when "irrational exuberance" boosted the value of technology shares in stock portfolios and...
July 31, 2009
To niche or not to niche...It used to be that you were on your game if you were selling to the holy grail of certain markets: the ultra-affluent, baby boomers and seniors.
July 30, 2009
Boomers need to be self-indulgentGreat ... just great. Seems baby boomers learned the concept of thrift just in time to screw everyone else. The "me" generation that's known for...
July 29, 2009
The Economy BitesThe workers who still have jobs may need more help with managing their finances.
July 29, 2009
Product of the WeekA more streamlined income product with all-in-one flexibility, RetireReady One is designed to improve the advisors' experience with focused options to make it easier to personalize a guaranteed income strategy for clients
July 29, 2009
Marketing TipsThe key to effective marketing is to establish a competitive advantage and relevant marketplace differentiation. In order to stand out, agents must be willing to try innovative approaches.
July 29, 2009
Product of the WeekA more streamlined income product with all-in-one flexibility, RetireReady One is designed to improve the advisors' experience with focused options to make it easier to personalize a guaranteed income strategy for clients
July 28, 2009
Annuity strategies for anxious clientsSenior Financial Workshops We have available today an ever-evolving number of strategies, including immediate, fixed and fixed index annuities, life insurance and long-term care programs, which can be utilized and tailored to clients' specific