Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Producers: 12b-1 Draft Promotes Short-Term Thinking
By Arthur D. PostalProposed changes in 12b-1 fund sales fee rules could push advisors away from helping consumers reach long-term financial goals, life agents and other financial advisors are telling the U.S. Securities and Exchange Commission.
October 01, 2010
Steer your clients through the "fall" of their livesWhile many of us may not feel that we're getting any older, as the seasons change and the air grows crisp, the things that matter to us may, in fact, be shifting.
October 01, 2010
SEC mandates plain English for investment advisor brochureIf you're a registered investment advisor, get ready to disclose more information on your Form ADV, Part 2 and to use plain English.
October 01, 2010
VA sales show signs of recovery, at long lastVariable annuity sales increased 11 percent in the second quarter of 2010, as compared to the prior year, to reach $35.5 billion,
October 01, 2010
How do you feel now about your prospects for retirement?We have saved a little for retirement and have built up some equity in our house.
October 01, 2010
The 12 most influential words advisors can useLast month, we had the great fortune of having our regular Marketing Playbook columnist, Kerry Johnson, kick off Senior Market Advisor Expo as our opening keynote speaker.
October 01, 2010
What qualities do you look for in an advisor?I want someone to look me in the eyes and give me honest advice
October 01, 2010
Do crediting systems perform the same?Based on 15 years of research, I have found that annual reset index annuity crediting methods were priced to perform the same over time.