Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The professional alliance: 4 success stories
By Ed McCarthy, CFP, RICPForming partnerships with other professionals can be beneficial to both parties. But establishing strategic alliances must be done the right way.
January 05, 2013
Were your winners really winners?January is a great time to evaluate last years opportunities to see where you can improve.
January 04, 2013
Are some index annuities two-tiered annuities in disguise?Although two-tiered annuities provided significant value to those clients who desired safety and were willing to receive their funds over time, they also generated quite a bit of heartburn for insurance companies and agents when clients who misunderstood the design tried to access their funds.
January 04, 2013
Annuities 2020Wine for life? Annuity expert Moshe Milevksy suggests that annuity payments should be made in goods and services.
January 04, 2013
The variable annuity buyout binge, part 2No one complains about any VA when their cash values are on the rise.
January 03, 2013
The 3 Ps: Price, portfolio and peopleHow does your company rate in these important areas?
January 03, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.