Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuity update: The changing landscape of FIAs
By David PortHere are some of the reasons advisors are recommending and selling more FIAs these days.
April 28, 2011
Cogent: Affluent Generation X Investors Dissatisfied with AdvisorsMany affluent U.S. investors in their 30s and 40s are thinking about finding new financial advisors.
April 28, 2011
Advisors: Why your job is like selling airFinancial products are as intangible as they get. Selling intangibles is like selling air--it feels much harder than selling ice cream, or cars, or clothing. Yet there are some rules that help make it easier.
April 28, 2011
Rogue advisors: In the 'scheme' of thingsA Montana advisor was sentenced to 30 years in prison (10 years suspended) for his role in a Ponzi scheme, exploitation of an elder person, and theft. Authorities said the advisor diverted some $2 million from at least 20 clients.
April 28, 2011
CFP update: Board raising the bar on CE standardsFinancial planners looking to become certified or renew their CFP certificates beginning Oct. 1 will be subject to some new standards and changes made to the continuing-education program.
April 28, 2011
Securities alert: The 'Great Divide' debate continuesIn the April issue of Senior Market Advisor, we published an article called "The Great Divide" where we allowed two of our readers an opportunity to square off Mano-a-Mano on the topic of whether advisors should have a securities license.
April 27, 2011
Cogent: Affluent Generation X Investors Dissatisfied with AdvisorsMany affluent U.S. investors in their 30s and 40s are thinking about finding new financial advisors.
April 26, 2011
All income riders are not created equal, part 2In part one, I detailed the three elements to take into consideration when comparing annuities with riders. In this part I will go over some benefits to using an effective model for comparing annuities with income riders.