Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How to Get an A on the Exam
By Moshe A. MilevskyIn the last few issues of Research magazine, I have been "grading" different variable annuity products and focusing on the value of promises associated with...
October 28, 2010
Long Term Care Awareness Month Starts MondayThe American Association for Long Term Care Insurance is making November the 10th annual Long Term Care Awareness Month.
October 28, 2010
Long Term Care Awareness Month Starts MondayThe American Association for Long Term Care Insurance is making November the 10th annual Long Term Care Awareness Month.
October 28, 2010
Rogue advisors: Pick your fraud, any fraudThe Securities and Exchange Commission has charged an Internet-based investment company with securities fraud for soliciting several million dollars from U.S. investors while promising guaranteed returns of 1.2 percent per day.
October 28, 2010
Long Term Care Insurance and Hybrid Insurance Options: Finding a Happy Medium for Your ClientsRecently, new hybrid trends have emerged that incorporate pure life insurance, annuities, or cash value into with long term care coverage. Now, the industry is beginning to offer a blend of life, annuity/cash value and LTC coverage.
October 28, 2010
R-E-S-P-E-C-T: 3 ways advisors can earn itSan Diego-based advisor Bill Smith has written a book I'd recommend for producers wanting more success and balance to his or her life and profession. The Happy Advisor is chock full of inspirational as well as practical information.
October 28, 2010
Senior best practices: The focus of new fed reportThe Securities and Exchange Commission, Financial Industry Regulatory Authority and North American Securities Administrators Association
October 28, 2010
Myopic planners, inflation and immediate annuitiesIn a financial planning magazine an advisor correctly pointed out that if one buys an immediate annuity at age 65, and inflation averages 3 percent.