Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Will annuities be pushed off the fiscal cliff?
By Maria WoodIs the tax-deferred status of annuities at risk? Industry experts weigh in.
December 17, 2012
Guggenheim affiliate buys Sun Life annuity business for $1.35BGuggenheim Partners has once again bought an annuity business. But in a new twist, it has ventured into the variable annuity sphere.
December 16, 2012
Delivering on your promises isn’t enoughIf you want the referrals to pour in, youve got to deliver whats not expected.
December 15, 2012
3 simple strategies for overcoming call reluctanceCall reluctance can derail even the most seasoned salesperson.
December 14, 2012
Putting clients first, part 1Making a commitment to serve even difficult clients will bring rewards.
December 14, 2012
FINRA clarifies ‘customer’ and ‘investment strategy’ terms under suitability ruleThe clarifications are updates to FINRA's Regulatory Notice 12-25, which was issued in May and provides guidance on the rule in a frequently asked questions format.
December 14, 2012
Report: delaying annuity income payments can boost payout by average of 9 percentWorking just one more year beyond the age of eligibility to receive an annuity income stream can increase the annual payout by an average of 9 percent, according to a new report.