Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Key Tips for advisors during a turbulent market
By Daniel Williams1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
December 01, 2008
Finding security in guaranty associationsGuaranty associations were created by states to protect, among others, annuity owners and beneficiaries of an insolvent insurance company. All insurance companies licensed to write annuities in a state are required, as a condition of doing business
December 01, 2008
Gloom or boom?Ok, let's not sugarcoat it -- the economy stinks. The stock market has been a runaway rollercoaster with more yips than hoorays. Employment is down. Consumer confidence is at historical lows. The mortgage business is in shambles.
November 30, 2008
The Wall Street bloodbathScott DeMonte, who follows the VA market for Massachusetts-based Financial Research Corp., says his advisor contacts were seeing a rise in demand for variable annuities in the immediate wake of the financial crisis.
November 30, 2008
Variable annuity trendsInvestors and advisors alike would be hard-pressed to find a silver lining to this fall's financial meltdown, but if there is one, says John Hancock's Tom Mullen, it might just be found in the variable annuities marketplace. One
November 30, 2008
Finding security in guaranty associationsGuaranty associations were created by states to protect, among others, annuity owners and beneficiaries of an insolvent insurance company. All insurance companies licensed to write annuities in a state are required, as a condition of doing business
November 30, 2008
Hone your VA sales approachTracking variable annuity features and benefits is no easy task for advisors. In light of the recent financial crisis, however, those kinds of details might be less relevant anyway, says John Hancock's Tom Mullen. "The spreadsheet [for
November 30, 2008
5 Tips for working with the media1. Be informative. Directly answer questions with useful information. 2. Be helpful. Don't view the conversation as an advertisement for your office. 3. Be honest. If you're not qualified to answer a question,