Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Pieces of a great presentation
By Staff WriterEvery speech or presentation should have an objective, something that keeps the entire thing on track. Without it, an audience is treated to a rambling, incoherent string of thoughts or, worse yet in a financial seminar, an information dump -
June 01, 2008
Pieces of a great presentationEvery speech or presentation should have an objective, something that keeps the entire thing on track. Without it, an audience is treated to a rambling, incoherent string of thoughts or, worse yet in a financial seminar, an information dump -
June 01, 2008
Index annuity returns and securities clich?sA tired clich? from securities salespeople is to dismiss index annuities by saying you cannot get a competitive return with an index annuity because you do not get the benefit of reinvested dividends and you don't share in 100 percent
June 01, 2008
Are you suitable yet?I often wonder, when I'm reading an article, it's roots or origin -- what was the kernel of inspiration. This column, in case you're wondering, finds its origins near the flat Delta land of Mississippi in the summer of 1985.
June 01, 2008
Navigating the Deficit Reduction ActEffective February 8, 2006, the Deficit Reduction Act of 2005 made significant changes in the rules governing Medicaid eligibility. The DRA cuts nearly $40 billion over five years from Medicare, Medicaid and other programs. Of greatest interest to
June 01, 2008
Seniors talk annuitiesIn the third part of our ongoing series on suitability and other issues affecting sales to seniors, we thought it might be best to go to the source itself: the increasing number of elder Americans who are purchasing annuity products to protect their
June 01, 2008
Surmounting Inflation With Fixed-Income AnnuitiesIt's well known that retirement planning aims to develop a plan that provides enough retirement income for the client's lifetime.This is a difficult task at ...
June 01, 2008
Help 401(k) Participants Discover AnnuitiesThere's a simple way to get more 401(k) participants to buy annuities: remember that most participants are not financial analysts. Most are "the rest of ...