Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How Stable Is Stable?
By staff WriterEmployers need to keep close tabs on the investment options that they present as low-risk options.
August 03, 2009
Seminar success: It's a two-part processHow's your seminar business going so far this year? If you're meeting any speed bumps along the way, maybe the problem is with targeting your marketing. Dave Williams of Brownsburg, Ind.-based RDW Financial Group, and a speaker at this
August 02, 2009
The Flying Rake's LessonAfter gardening for several hours in the hot sun, I decided to call it a day. Rather than bending down to pick up my rake, I decided to take a shortcut
August 02, 2009
After Court's Nod On 151A, Views Differ On What SEC Will DoIndustry experts have different takes on what the Securities and Exchange Commission is going to do in the wake of a recent federal appeals court ruling
August 01, 2009
The single-premium pathSingle-premium immediate annuities are a tax-efficient way to fund a permanent life insurance policy, Kauffman points out.
August 01, 2009
Bell curves + models = risky retirementToday is unique because what happens today isn't exactly like what happened yesterday and what happens tomorrow won't be identical to what happens today.
August 01, 2009
SEC cues up new rules for Ponzi preventionThe Securities and Exchange Commission has proposed new rule amendments designed to better protect investors who place funds with investment advisors.
August 01, 2009
The FinalistsMaybe you're wondering how we select the five finalists. Essentially, we look at top production, high ethical standards and active community involvement. Because there are so many advisors who fit those key ingredients, we go beyond that and look for differentiators, something that can further set nominees apart.