Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Learning to be a rich "optionist"
By Staff WriterIf you can change the way you frame bad events like rejection, you can change your future. Founder of positive psychology and author of Learned Optimism Martin Seligman discovered this in the mid-1980s when he met MetLife president John Creeden.
October 01, 2008
Who's using them?Whether it's pens, golf balls, T-shirts, mint tins or portable USB drives, company logos and messages are everywhere. Every industry is hip to the marketing boost promotional products provide. The financial industry was No. 2 on PPAI's
October 01, 2008
Learning to live with (and love) suitability"Suitability" looms big in every producer's mind. Your application arrived in the company's mail receptacle via the first delivery of the day. By mid-morning, it is working its way straight to the suitability committee to be
October 01, 2008
FINRA -- A new rule every three daysSince the advent of NASD 05-50, several agents have asked me if they should become FINRA-registered representatives. If your goal is to work as a registered rep and broaden the number of financial arrows in your quiver, then my answer is yes. But if
October 01, 2008
From Good to Great to Industry IconAlthough determined, Ron was unable to crack the $2M per year mark when he first joined CRP in 2002. Now, Ron is one of the most successful and accomplished advisors in the industry today, on track to finish 2008 with $25M in
October 01, 2008
Can Annuity Laddering Solve the Retirement Income Puzzle?If you're like many advisors today, you may be searching for a new strategy that will help you solve the retirement income puzzle for your clients. The answer for many advisors and their clients could be a process called retirement annuity
October 01, 2008
Who's using them?Whether it's pens, golf balls, T-shirts, mint tins or portable USB drives, company logos and messages are everywhere. Every industry is hip to the marketing boost promotional products provide. The financial industry was No. 2 on PPAI's
October 01, 2008
Just say 'no' ... and success will follow (Part 2)When it comes to recruiting new clients, are you a "yes-man"? Do you work with everyone regardless of need, resources and temperament? If so, you could be making a big mistake. But it's not too late to change. Just ask the advisor