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.
June 30, 2008
The senior psycheIn conducting research for this issue, I ran across an interesting statistic: currently, 37 percent of people who belong to health clubs are 55 or older. Duh. I guess these past few years I thought it was just my gym that had all the seniors hogging
June 30, 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
June 30, 2008
Care costs rising, providers dwindlingBy the year 2030, the number of 65-plus Americans is expected to double, which poses serious problems for the long term care industry, according to research from Genworth Financial. The company says the United States will need to recruit an
June 30, 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
June 30, 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
June 30, 2008
Spreading the referral love aroundAny "Top This" or "Top That" list is bound to leave out some commendable contenders, and this is no exception. There are many professionals who are worthy allies for senior financial advisors. Stephen Drain, senior vice
June 30, 2008
Clearing the mental clutterWe receive quantities of financial information that would have been difficult to obtain in decades past; data that is amazing for its diversity and depth. A 20th-century consumer that might have based an investing decision on a newspaper article and