Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Higher taxes are coming. Are your clients protected?
By Mitchell H. CaplanOne solution to higher taxes could be a tax-deferred investment like a low-cost, no-load variable annuity.
January 11, 2013
Guaranteed Income? Not Without Risk: GAOA GAO report examined variable annuities with guaranteed lifetime withdrawal benefits and contingent deferred annuities, as well as the regulations that cover each.
January 11, 2013
Cogent’s Meredith Rice: VA brand awareness is down, but sales remain strongMeredith Rice, a senior project director at Cogent Research, explains the impact of brand and customer loyalty on revenue in the affluent marketplace.
January 11, 2013
The thrill of victory, the agony of defeatWhether you win a client or lose one, you should take it in stride, act like youve been there before and reach out to that next prospect.
January 11, 2013
Managed volatility funds at $129 billion in SeptemberThe $21 billion total recorded in September represents more than a 21-fold increase from the $967 million posted in 2006.
January 11, 2013
Former FBI agent scams clients for $1 millionWith a scheming FBI agent and other fraudsters on display, we take another look at rogue advisors on parade.
January 11, 2013
Annuities: Real stability in a shaky financial world, part 1The annuity seems to have fared better than many other financial products during these challenging years.
January 11, 2013
Annuities: Real stability in a shaky financial world, part 1The annuity seems to have fared better than many other financial products during these challenging years.