Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
April 01, 2009
Listen while you workAn ancient Chinese proverb reminds us "to listen well is as powerful a means of influence as to talk well."
April 01, 2009
Due diligence? Get serious (Part II)Last month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has
April 01, 2009
SEC makes call on FINRA arbitration casesThe Securities and Exchange Commission has approved a new rule that will limit motions to dismiss arbitration before investors present their case. This makes it all the more important to avoid consumer disputes in the first place. The new rule
April 01, 2009
Calm client fearsEditor's Note: The truth is, consumers are fearful. With a tumultuous market playing havoc with consumers' retirement plans coupled with the gut punch of some financial institutions and individuals mishandling investors' money,
April 01, 2009
How to deflect damaging newsIf, in a particular universe, all index annuity sellers are crooks, and Jack sells index annuities in that universe, then Jack is a crook.
April 01, 2009
The Trends Issue: Playing it safeClients find new protection with traditional fixed annuities and variable annuity living benefits.
April 01, 2009
Head of the classPaul Strebel has the best of both worlds. A certified financial planner, certified public accountant, certified business coach and lecturer at Cornell University, he runs the Strebel Planning Group (www.strebelcpa.com), also located in Ithaca, N.Y.