Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The great debate on... cold calling?
By Daniel WilliamsI didn't know cold calling was such a hot button issue, but apparently it is. We published a piece by contributor Kelley Robertson about
July 01, 2011
Larry Winget: Fundamentals of money management in turbulent timesThe markets are going crazy these days: commodities, gold, silver, the stock market, real estate. How can you keep up?
July 01, 2011
Meet me in VegasI believe the meetings in the insurance and financial service industry are really important.
July 01, 2011
Born To Be WildBig Jim Holt has sailed the seven seas, hit a gusher in Texas oil and experienced the economic crash of 2008 firsthand, but he's never as alive as when he's on the open road.
July 01, 2011
The Ins and Outs of Annuity SuitabilityThe word “suitability” evokes a unique reaction within the financial services industry. It carries legal as well as emotional baggage that…
June 30, 2011
FINRA Head Sees Holes in VA Sales DocumentationFinancial Industry Regulatory Agency examiners say they are pleased with the variable annuity industry's response to new sales requirements but are still watching for abusive switches and costly surrender fees.
June 30, 2011
FINRA Head Sees Holes in VA Sales DocumentationFinancial Industry Regulatory Agency examiners say they are pleased with the variable annuity industry's response to new sales requirements but are still watching for abusive switches and costly surrender fees.
June 30, 2011
Cerulli: Minority of Advisors Make Majority of VA SalesOnly 18% of financial advisors sell 12 or more annuity contracts per year, and those advisors account for about 68% of variable annuity sales.