Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What sets you apart in LTCI?
By Staff WriterLet seniors know you're serious with: o Expertise: Education and industry designations. o References: Why should someone do business with you? o Customer Service: Promptly return all calls. o
June 18, 2008
Top story: How and why guaranteed living benefits keep evolvingGuaranteed living benefit riders in variable annuities, so widely available in the U.S., are now steadily being integrated into Canadian products, known as segregated funds.
June 17, 2008
What sets you apart in LTCI?Let seniors know you're serious with: o Expertise: Education and industry designations. o References: Why should someone do business with you? o Customer Service: Promptly return all calls. o
June 17, 2008
Don't screw it upThe Senior Market Advisor staff met yesterday for what we call Vision Day. We meet like this once a year to take stock of what we're doing well, see where there's room for improvement and plan for the year ahead. This year's meeting included an
June 17, 2008
Using UL to enhance retirement financesGreg Gardner, CFP, with the Gardner Group in Dallas, provides the following example of how UL can improve a client's retirement finances. The client was retiring at age 56 and his wife was 58. His retirement plan gave him the following choice:
June 17, 2008
Wis. Officials Announce Annuity ActionThe Wisconsin insurance commissioner's office has negotiated a settlement with an insurer in connection with allegations of unsuitable annuity sales.The insurer, Pennsylvania Life Insurance Company, ...
June 17, 2008
Wis. Officials Announce Annuity ActionThe Wisconsin insurance commissioner's office has negotiated a settlement with an insurer in connection with allegations of unsuitable annuity sales.The insurer, Pennsylvania Life Insurance Company, ...
June 17, 2008
Cerulli: VA Costs May RiseMany insurance and annuity industry executives expect variable annuity living benefits charges to increase in the next 3 years.An analyst at Cerulli Associates Inc., Boston, ...