Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The GLWB conundrum for advisors, part 1
By Garth Bernard, Andrew RobertsonAs 60,000 baby boomers retire each week, financial advisors struggle to indentify which guaranteed retirement income solutions will most effectively address their client's retirement fears.
February 01, 2011
What role have online sources played in your financial planning?It's been huge. Not a day goes by that I don't use the computer for something--I even take my laptop with me on vacation, which my wife loves!
February 01, 2011
Get back to basics for client connectionsThese last couple of years there's been one distraction to your book of business after another.
February 01, 2011
How to divorce a clientWhen I launched my business 23 years ago, it seemed like any client was a good client.
February 01, 2011
It's evolution or extinction for annuity producersThe index annuity sales model for the last decade was to offer consumers the hope of earning a much higher return than they could get from CDs.
February 01, 2011
Annuities 2011: The survival guideThere was a time when a clear dividing line seemed to cut across the annuity landscape. On one side of the line resided the fixed annuity specialists and on the other, the variable annuity devotees, with minimal crossover between the two.
February 01, 2011
12 tactics to convert annuity leadsAre you having difficulty making the transition from leads to closes in your annuity sales? Consider ways to simplify and illustrate the products that will ease a prospect in the right direction.
February 01, 2011
How Women Can Take Your Annuity Sales to the Next LevelResearch reports, such as those provided by LIMRA and others, have shown for years that women have a longer life expectancy than men, resulting in married women having a greater chance of outliving their spouses.