Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
For Every Need, An Annuity
By Warren S. HerschSophisticated investors don't often think of variable annuities as vehicles for cutting-edge asset allocation strategies because of the limited fund choices and risk-mitigation techniques long associated with the products. That's old thinking.
April 01, 2011
Finding some truth in financial fablesA large crowd of reporters and financial columnists had gathered to watch a new presentation by the famous Wall Street mountebank.
April 01, 2011
What is your biggest objection to purchasing an annuity?That's where you give over all your money and they pay you back a little bit at a time?
April 01, 2011
Advisor listening skills: Stop doing these thingsListening is the most important skill you need to network. Through listening you build a bond of trust, and you gather information
April 01, 2011
In response to "5 reasons why your advisor business needs to change with the times"Any professional who thinks prospective clients are not doing a Google or LinkedIn search on them prior to an appointment
April 01, 2011
The great divide: To get licensed or notTwo schools of thought face off in the extremely personal decision on whether or not to obtain securities licensing. Take a look at the benefits and pitfalls, from the perspective of advisors working on different sides of the fence.
April 01, 2011
Does the Federal Government Have a Future in Annuities?Professors Terrance Odean and Henry T.C. Hu have proposed a new kind of annuity; a product offered not by insurers, who can't promise they'll still be around to make payments, but by the federal government.
April 01, 2011
Zipped lips (part 2): Ensure client privacy nowIs it human nature to betray confidences? As I suggested last month, it may well be.