Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
USA Masters Group Event
By Staff WriterUSA Financial Marketing hosted a Chain-of-Secrets Masters Group Event in San Diego earlier this year. Attendees learned secrets of the trade for two days before heading to Sea World for a private dolphin show.
July 01, 2008
LTC rider boosts policyJohn Hancock has strengthened its position in the life insurance market with a new policy that combines three of the things consumers look for. The policy, Protection Whole Life, combines guaranteed death benefit protection, guaranteed cash values
July 01, 2008
Boomers lack knowledge of disability issuesAmerica's Health Insurance Plans wanted to find out how much baby boomers -- many of whom plan to work long into traditional retirement years -- know about the public safety net available to disabled workers, programs like Social
July 01, 2008
LTC Global Acquires American Insurance AgencyOregon-based LTC Global, Inc. has acquired American Insurance Agency, Inc. (AIA), a privately held life and health insurance agency based in Lebanon, Tenn. As part of the deal, Mike Beckman, principal of AIA, joined the LTC Global group of companies
July 01, 2008
Nipped in the budAs Frances Twiddy, CFP and principal at Frances E. Twiddy Associates in St. Claire Shores, Mich., points out, objections from clients "are something every advisor has to face." Working through them, she says, often turns out to be a
July 01, 2008
Inflation and health care top retirees' concernsFuel to the fire for advisors looking to make a case for products including universal life is a new survey which suggests that more folks worry they will run out of money in retirement, mostly due to concerns about inflation and the rising cost of
July 01, 2008
Prepare to counter...Common sense dictates that clients are less inclined to object to a product that provides them with a quick, clear bottom-line return on investment. Usually the recommendations that draw the most resistance from clients are those involving products
July 01, 2008
PBS enjoys BahamasPBS hosted its annual 2008 Experience of a Lifetime reward trip, held May 11-15 at the Cove Atlantis Resort on Paradise Island in the Bahamas. The trip is offered to the firm's top 40 producers. A brief business meeting gave PBS partners the chance