Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Don’t let Google be your clients’ financial advisor
By Ryan ParkerAs the expert, you need to counter these four Internet distortions about annuities.
November 28, 2012
Trust before the saleEconomic conditions make annuities an attractive investment option. But unless you gain a clients trust, a sale is no slam-dunk.
November 28, 2012
Trust before the saleEconomic conditions make annuities an attractive investment option. But unless you gain a clients trust, a sale is no slam-dunk.
November 28, 2012
Annuities: An end-of-the-year regulatory perspectiveFrom the claims process to consumer protections, 2012 was a busy year for annuity legislation. Expect more of the same in 2013.
November 27, 2012
Actions speak louder than wordsWhether selling cars or insurance, you must make the effort to make a sale.
November 27, 2012
Problems with jointly owned deferred annuitiesEvery so often, I get a call from an attorney or agent about a deferred annuity that someone decided should be owned in joint tenancy with right of survivorship (JTWROS). Sometimes, there's no serious problem. Sometimes, there is. Occasionally, the problem is beyond fixing.
November 27, 2012
Problems with jointly owned deferred annuitiesEvery so often, I get a call from an attorney or agent about a deferred annuity that someone decided should be owned in joint tenancy with right of survivorship (JTWROS). Sometimes, there's no serious problem. Sometimes, there is. Occasionally, the problem is beyond fixing.
November 27, 2012
Guaranteed income will lead annuity industry in 2013Theres no greater time to be offering guaranteed income products, Doug Dubitsky, vice president of product management and development for Guardian Life Insurance, told AdvisorOne on Monday.