Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
SunAmerica Reorganizes
By Arthur D. PostalAmerican International Groups SunAmerica Financial Group unit is reorganizing to consolidate and expand its distribution channels.
April 12, 2012
LIMRA: Longevity Risk Threatens Retirement DreamsUnderestimating how long they will live in retirement can destroy your clients financial plans. Thats where advisors, and possibly annuities, come in.
April 11, 2012
Of Glenn Neasham, the “Insta-Rich” and the Lost Art of Conversation for Advisors: What We’re ReadingA selection of our favorite stories from the past week, by the reporters and editors of LifeHealthPro.com
April 11, 2012
Please Don’t Tell Me You Still Use This Line…If all youre doing is promising to cross-refer clients, youll never stand out from the scores of advisors that want to partner with a CPA.
April 10, 2012
Cogent: Advisor Usage of ETFs Rose 10% in 2011, Outpacing Other ProductsThe report reveals that 66% of advisors now sell ETFs, up from 60% in in 2010, 55% in 2009 and 46% in 2007. The percent change between 2007 and 2011 is 43%, outpacing the four-year percent change of mutual funds (2%), individual securities (5%), variable annuities (4%), separately managed accounts...
April 10, 2012
Cogent: Advisor Usage of ETFs Rose 10% in 2011, Outpacing Other ProductsThe report reveals that 66% of advisors now sell ETFs, up from 60% in in 2010, 55% in 2009 and 46% in 2007. The percent change between 2007 and 2011 is 43%, outpacing the four-year percent change of mutual funds (2%), individual securities (5%), variable annuities (4%), separately managed accounts...
April 10, 2012
Cerulli: Nearly Half of Insurance Professionals Express Preference for Independent B-D ChannelThe report finds that 48% of advisors in the insurance channel would switch to the independent broker-dealer channel, more than twice the percentage of insurance advisors (24%) who indicate a preference to remain non-independent.
April 10, 2012
Your Retired Client Doesn’t Have to Run Out of MoneyRussell Investments says mapping assets and liabilities can help advisors manage retirement income portfolios.