Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Trends 2010: Simplified solutions and client-centered service
By Senior Market AdvisorOur annual look at the newest trends in products and sales strategies suggests that simplified solutions and an old-fashioned, client-centered approach are the hallmarks for 2010 and beyond.
March 31, 2010
Playing hard to get can get you salesA cultivated air of exclusivity may help draw more clients your way.
March 31, 2010
ING Financial Solutions expands new solutions-based product suiteING's U.S. operations, Windsor, Conn., which merged its annuity and rollover businesses to form ING Financial Solutions last year, has added a simpler, lower-cost variable annuity
March 31, 2010
How to lose a sale (part 2)Here are two more simple but potentially business-breaking mistakes that I've found to be common in the financial services industry. Are you following a similar path to self-destruction?
March 31, 2010
Fiduciary standardsBig surprise. Senator Dodd caved in to what I imagine was great political pressure and most of us won't become fiduciaries, at least for a time.
March 31, 2010
The Obama administration's plan to promote annuitiesOf course he likes annuities. Guaranteed income means guaranteed taxation upon receipt of income stream and guaranteed taxation upon death to the beneficiary.
March 31, 2010
An era of annuity innovationAnnuity structures have shifted in response to an embattled economy. A new era of simplified products with restructured benefits
March 30, 2010
FRC: Fund Flows ImproveMutual fund net inflows increased to $35 billion in February, up from about $18 billion in February 2009, the Financial Research Corp. reports.