Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Low Interest Rates and Depressed Asset Valuations = Opportunities
By Ron Herrmann, Scott ButterworthToday's economic environment presents unique estate planning opportunities for high-net-worth clients to consider with their trusted tax and legal advisors.
October 30, 2009
Sarano Kelley among advisors focusing on financial literacyAs part of a new financial literacy awareness campaign, the International Association of Financial, Sport and Celebrity Advisers will air a one-hour television special on VH1.
October 30, 2009
Ask The Experts: Jay GrubbWith times tough and uncertain, it's an opportunity for you to be the calm amid the storm. What are you doing right now to allay your clients' fears?
October 30, 2009
CFPA legislation to exclude life insurance, annuitiesLife insurance and annuities will be excluded from the legislation of the Consumer Financial Protection Agency (CFPA). The announcement came as a result of an achievement by Congresswoman Gwen Moore (D-WI) and Congressman Erik Paulsen (R-MN).
October 30, 2009
One Advisor's PlaybookMeet Bob Percival. He's not real, but he could be, since he's in the same industry as you and does many of the things you do. Bob has been in the senior market for 30 years. Over that time, he's served thousands of seniors and their families.
October 30, 2009
LIMRA's Kerzner forecasts the industryTo open the annual meeting of LIMRA, CEO Robert Kerzner outlined the challenges facing insurance and financial services companies in the new economic climate.
October 30, 2009
Aging drastically affects seniors' decision makingI was asked to speak at the NAIC Fall Conference in Washington on the topic of senior decision making. My message was the research says our decision making powers decline sometime after age 65.
October 30, 2009
Avoiding the "booby traps" of enhanced complianceBooby traps have been a part of war for centuries. They involve the setting of lures that the enemy hopes will attract their opponent.