Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Target veterans for LTCI sales
By Margie BarrieI'm considering marketing to veterans. Is that a viable market and, if yes, how do I reach them?
December 01, 2009
Faith-Based Investors Ask For Compensation DataThe Interfaith Center on Corporate Responsibility is asking 21 U.S. companies about differences between how they pay their top executives and how they pay their lowest-paid U.S. workers.
December 01, 2009
Educator Blasts RASFA Fiduciary Responsibility SectionThe U.S. Securities and Exchange Commission should study investment advisors and broker-dealers carefully before trying to revamp fiduciary responsibility rules, according to American College President Laurence Barton.
December 01, 2009
Compliance traps: Don't kick the canBooby traps have been a part of war for centuries.
December 01, 2009
Good questions help pre-qualify your prospectsMany producers promote senior dinner seminars to gain leads.
December 01, 2009
Happiness as a profit strategyIn October's column I discussed "signature strengths."
December 01, 2009
(Do you?) know your prospectDo you have a plan in place that navigates the back story on your potential clients? Learn top techniques on how to get that information efficiently and effectively.
December 01, 2009
SEC 151A: The final countdown?With just over a year until the SEC's controversial 151A ruling is set to go into law, legislators and activists have moved their anti-151A lobbying efforts into high gear.