Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The transparent advisor
By Daniel WilliamsFor advisor Sean Lee, transparency the idea of being an open book with his clients is the only way to go.
March 22, 2013
Turn crisis into opportunity with a superior customer experienceThe recent Carnival Cruise Lines fiasco is a good reminder that you should always have a plan for meeting customers' needs.
March 22, 2013
Kan. House panel ends push for 401(k)-style planA voice vote tabled a measure to put government workers hired after 2014 on the plan.
March 22, 2013
Mont. House backs pension fixes from both sidesSupporters of the bill say it will bring certainty to the cost of retirement systems, opponents say states will have to backfill.
March 22, 2013
Infographic: The 10 warning signs of dementiaDoes your client suffer from dementia? These red flags may help you detect a cognitive impairment.
March 22, 2013
Don’t ask this qualifying questionOtherwise, you might turn off an otherwise interested prospect.
March 21, 2013
8 essential elements for successWhat do billionaires know that the rest of us don't? These eight tips, for starters.