Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Product enhances wealth transfer
By staff WriterWealth management and wealth transfer are two hot topics in the world of financial planning. A new product from Symetra Life Insurance Co. (designed with the help of Future System Advisors) may be able to help advisors who work with high-net-worth
April 16, 2008
What kind of life insurance coverage do you have, and do you feel it is adequate?I have inadequate life insurance, because I threw too much money back into my business. Then I got separated a year ago, so I didn't feel the need to maintain that level - I was paying a couple hundred bucks each month. So, the money I saved after
April 16, 2008
Do you now or have you ever had disability insurance? What are your thoughts about disability policies?I'm living on disability right now, even though I'm still relatively young. I never thought I would need a disability policy, especially since I had an office job, so I never thought about buying it. I was in a pretty serious car accident that
April 16, 2008
NAILBA executive committee namedThe National Association of Independent Life Brokerage Agencies announced the members of its 2007 executive committee. The new committee began service Jan. 1, 2007: Chairman: John Felton, Tennessee Brokerage Agency Chair-elect/chief of staff:
April 16, 2008
Did you sign up for Medicare Part D prescription drug coverage, and if so, what did you think of the process?I signed up for the plan, but it was not easy. I wanted to get it done by the deadline, so thankfully my pharmacist walked me through the process. I hope I picked the right plan." - Paul K., 68Savannah, Ga. I did not sign up for Medicare Part
April 16, 2008
What do professional designations for financial advisors mean to you?Gwen G., 53Itasca, Minn."If an advisor doesn't have any designations at all, I don't want to talk to him. After all, even I have my Series 7 license. I would not feel comfortable letting someone without the appropriate credentials handle my money."
April 16, 2008
What clubs and organizations do you belong to, and how involved are you?I belong to the AARP, but I mostly like to read their magazine and use the senior discount. Otherwise, I'm too busy to be in any clubs - unless you count golfing with the same group of guys every month." - Frank K., 62Oswego, N.Y. I'm an active
April 16, 2008
What do you think about the fear that the wave of baby boomers becoming seniors will overwhelm Social Security and Medicare?I don't really worry. It's my kids that should be worrying. After all, they'll be paying for my Social Security when I get to that point. But I hope the government puts a good plan in place soon, otherwise I'm afraid my kids won't benefit from any