Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Would you like fries with that?
By John BoeWhile 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
April 30, 2008
Annuity line gets updateAlready the best-selling annuities in the Allianz Life Insurance Co. of North America's portfolio, and among the best sellers nationally, the Allianz MasterDex series has been improved. The new series, MasterDex Plus, includes more indexing options,
April 30, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
April 30, 2008
Home office 101Bo Johnson is the chief marketing officer at Financial Independence Group in Cornelius, N.C. In that capacity, he has helped countless advisors improve their marketing and sales efforts. What about advisors with home offices? Johnson says although
April 30, 2008
No man is an islandLast 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
April 30, 2008
Structured Sale Annuities: A New Application for an Old ProductA longtime client comes to you one afternoon with a predicament -- they have owned an apartment building for 10 years and are getting ready to retire. They don't, however, want to deal with the headaches involved with managing a property,
April 30, 2008
Selling Index Annuities in Anxious Economic TimesMany leading economic analysts think we're already in a recession, or headed for one, and Wall Street is reeling. During the last economic slowdown, anxious investors pulled their money from stocks, mutual funds, and other financial
April 30, 2008
Pacific Life Releases Sales KitA life insurer has created marketing materials for financial professionals who are courting members of Generation X and younger baby boomers.Pacific Life Insurance Company, Newport ...