Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Study: Savers crave safety
By daniel williamsIt goes beyond saving for retirement; it's about planning how we want to live once we do retire.
March 01, 2010
Protect your clients' information--or elseThere are reports in the news all the time about privacy issues, identity theft, etc.
March 01, 2010
We are the solution to inflationWhen inflation starts to happen, assets like gold, silver and other materials do well.
March 01, 2010
Create a sale by defining your goalsIn retirement planning, consumers often talk about the broad goal of retirement without defining what that really means.
March 01, 2010
Don't let your clients fall for green-energy scamsThe explosion of interest in alternative, renewable or waste-energy products has spawned a wave of green-energy scammers.
March 01, 2010
How much do you rely on personal recommendations in your selection of an advisor?Sure. Why not? That's how we make most of our biggest decisions, by taking in suggestions and then making our mind up.
March 01, 2010
Servicing traps: Don't kick the can (part 4)Once they've closed a deal with a client, too many advisors will "kick the can"
March 01, 2010
The tax man commethWith tax time just around the corner, the savvy advisor knows how to make the proper plans to help clients deal with