Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Expo panel highlights divisive 151A debate
By Staff WriterWhat I think is missing in this entire debate is that just because an individual is licensed to sell securities doesn't mean that they are automatically ethical and will not abuse seniors the exact same way that it seems some of the insurance
October 01, 2008
How my fmo works for meTim Gelinas, CSA, has been a financial advisor for 10 years, 4 1/2 of those years have been as president of Senior Financial Planning in Atlanta. Tim concentrates on the senior market, offering his clients annuities, life insurance,
October 01, 2008
Problems in purging CRD recordsFollowing a recent U.S. Court of Appeals ruling, financial advisors will continue to find it difficult to purge their Central Registration Depository (CRD) records of consumer complaint information following a settlement agreement. This makes it all
October 01, 2008
How to market a seminar the right wayThe secret to a successful seminar is diligent planning and marketing. Let's say you are getting ready to produce a life insurance seminar. It would be worth a couple of hours' of attorney's fees to acquaint yourself with your
October 01, 2008
Commit to a vision and quadruple your practice!What's the secret to 100 percent business growth each year, every year for four years in a row? Christopher K. Abts knows. He grew his business from $1.5 million to more than $12 million in just four short years.
October 01, 2008
Special Report: Managing taxes, managing risksWhy are insurance companies ideal custodions for IRA distributions? Since 2001 we've all heard lots of talk but have seen very little action regarding the new IRA distribution rules that created the Stretch or Multi-Generational IRA. In 2002
October 01, 2008
Who's who in annuities: The power listThe annuities industry has been under increased scrutiny over recent years. After years of speculation, everything seemed to bubble to the surface with the "Dateline NBC" segment and the SEC 151A proposal, which would securitize
October 01, 2008
Allianz Rolls Out VA Benefits FeaturesA new variable annuity option will offer purchasers a 10% annual increase on their purchase payments.Allianz Life Insurance Company of North America, Golden Valley, Minn., ...