Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Beneficiary mistakes can cost clients a fortune
By The Retirement GuysBeneficiary designations are an important issue in determining where certain assets of an estate end up.
September 01, 2010
Why did (or didn't) you buy an annuity?Having retired, I had a discussion with my advisor.
September 01, 2010
U.S. Sales of Fixed Annuities Saw 18% Jump in Q2U.S. sales of fixed annuities totaled an estimated $19.4 billion in the second quarter, an 18% jump from first-quarter sales, according to Beacon Research's Fixed Annuity Premium Study released Monday.
September 01, 2010
More transparency in store for RIA repsThe North American Securities Administrators Association has enhanced its Investment Adviser Public Disclosure
September 01, 2010
In response to "How to make a million dollars"Working smarter is the key. I agree. The most productive and most effective sales prospecting strategy is referral sales.
September 01, 2010
Annuity update: If FIAs are not securities, what about FINRA 05-50?On July 15, I sent a letter to FINRA CEO Richard Ketchum and asked, "Since 151A has been vacated and Congress says index annuities are exempt, when will FINRA
September 01, 2010
2010 Advisor of the Year: Van MuellerSpend some time at an event where Van Mueller is scheduled to speak and you'd get the impression you are waiting for a rock star to arrive.
September 01, 2010
How to Help Women Take the Driver's Seat in RetirementAccording to Prudential Financial's 10th annual study, "Financial Experience and Behaviors Among Women," a record 95 percent of females in the United States are financial decision-makers.