Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
CDAs get federal attention; GAO report said to be out soon
By Elizabeth D. FestaAre feds only monitoring or is there concern? Some say the former, but that could change if greater solvency and reserve concerns become part of the broader discussion.
November 30, 2012
How to close the HNW saleClose the way your client wants to buy, not the way you want to sell.
November 30, 2012
How well do you know your client?The time you spend listening to your client is the most valuable part of the sales process.
November 29, 2012
Hurry up and slow downIf you want to speed up on your way to sales success, you have to slow down.
November 29, 2012
NAIC captives/SPVs discussion spotlights state solvency oversight, SAPThe regulatory divide between those loyal to captives and those who mistrust their use as tools to avoid SAP has deepened.
November 29, 2012
Verizon retirees sue to stop transfer of pensionsThe group says they will have weaker protections when their pensions are transferred into annuities.
November 29, 2012
Verizon retirees sue to stop transfer of pensionsThe group says they will have weaker protections when their pensions are transferred into annuities.
November 29, 2012
The flexible long-term care planWhen used creatively, combo products can ensure your clients long-term care needs are covered, whatever might happen down the road.