Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What led you to select your current advisor?
By Staff WriterI met my financial guru at my grandson's little league game. He was sitting behind my son and me.
September 01, 2011
The 5 elements top producers possessA recent study examined the performance, personality, skills and attributes of 79,747 salespeople from 4,317 organizations and found five elements that all top salespeople had in common.
September 01, 2011
The worst of times for health insurance sales?"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness." So began Charles Dickens in "A Tale of Two Cities."
September 01, 2011
Annuities with BenefitsWith pensions fading into the past and Social Security on shaky ground, carriers have devised new and imaginative riders on annuity contracts, all with the purpose of giving your clients a lifetime of income.
September 01, 2011
What Does Retirement Really Cost?Most answers to questions about the cost of retirement are dangerously misleading and mask a critical market signal.
August 31, 2011
EBRI: Defined Benefit Pensions Protect Against Retirement WoesA defined benefit pension plan really can be important to protecting a middle-income or even relatively high-income retiree against falling into poverty.
August 31, 2011
Is the three-legged stool off-kilter?Be wary of annuity pricing that appears unequal. One of the parties to the deal may be benefiting at the expense of the other.
August 31, 2011
Contingent Annuities: Filing Strategy Raised EyebrowsState insurance regulators have expressed concern about the approach some life insurers have taken to getting approval for contingent annuity programs.