Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
No man is an island
By Daniel WilliamsLast weekend, while channel surfing, I came across the Tom Hanks movie "Cast Away". If you haven't seen the film, Hanks portrays a FedEx exec who crash lands on an uninhabited island - think "Gilligan's Island" without the Professor and Mary Ann et
May 01, 2008
Spending habits changingIt is well known over the next 20 years the baby boomers are going to change the demographic landscape in the United States. We don't have to wait, however, to see how those changes may manifest themselves, at least when it comes to consumption of
May 01, 2008
Would you like fries with that?While you may not have recognized it, the last time you ordered from a fast-food restaurant or went to the post office, there is a good chance you experienced some form of cross-selling or up-selling. Cross-selling and up-selling are
May 01, 2008
Storage space-saversAnyone who has had to save copious amounts of paper knows the frustration that mounts as storage space dwindles. That becomes even more apparent to someone who works from a home office. Bob Adams, owner of A Safe Harbor in Winter Park, Fla., knows
May 01, 2008
Sloan's teaching tips for advisorsEducate clients on their financial outlook and your plans for them. Don't be in a hurry to close the deal. Study the client's needs and determine the biggest holes in their financial situation and how to fix them. Work to eliminate your client's
May 01, 2008
The long term care game planOnly use highly rated providers. Reference A. M. Best, Moody's and Standard and Poor's for credible ratings information. Examine multiple policies from various companies, but use those that allow clients to hire at home not only a lic
May 01, 2008
Raising growth capital in 2008 and beyondAfter over two decades of being an entrepreneur, and advising other entrepreneurs and growing companies, I have found one recurrent theme running through all of these businesses: Capital is the lifeblood of a growing business. In an environment
May 01, 2008
Sloan's teaching tips for advisorsEducate clients on their financial outlook and your plans for them. Don't be in a hurry to close the deal. Study the client's needs and determine the biggest holes in their financial situation and how to fix them. Work to eliminate your client's