Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Find security in an insecure world
By Philip E. HarrimanIt's easy to forget how fragile life is when indulging in the joys of vacations, significant accomplishments, life's special moments or simply going about our day-to-day lives.
June 30, 2011
Create a social media policy for employeesAs an advisor, you have enough social media concerns to keep your head spinning, let alone having to worry about employees spending too much work time on social media sites or posting confidential information online.
June 30, 2011
Unscrupulous advisors bilk clients for personal gainA California life insurance agent has been sentenced to three years and eight months in state prison for multiple felonies in a Ponzi scheme used to bilk unsuspecting victims out of approximately $800,000.
June 30, 2011
Build alliances with CPAsOne way to make sure you have your practice pointing in the right direction from a suitability standpoint is by developing partnerships with CPAs
June 30, 2011
To average or not to average?I have often heard agents suggest that averaging should be used to measure index movement if one thinks the market will be volatile.
June 30, 2011
Portrait of a Branch Manager; Ins and Outs of Annuity Suitability: July Research—SlideshowThe July issue of Research brings a fresh look at leadership issues.
June 29, 2011
IRI Conference: SEC May Act on VA Summary Prospectuses - SomedayThe U.S. Securities and Exchange Commission is giving the variable annuity summary prospectus "very serious consideration," but it is declining to commit itself to acting on the issue this year.
June 29, 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.