Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
BHCs Show Strong Increase In Annuity And Fund Sales
By Staff WriterBank holding companies earned $5.6 billion from mutual fund and annuity sales in the first quarter of 2007, up almost 12% from the total they ...
July 01, 2007
The trust factor: Transform your business and your lifeHas the concept of "trust" been overdone? Trust me ... it has. (Sorry for using the industry's most discredited phrase.) Amazon lists 354,902 books with "trust" in the title, and the mother of all Internet search engines,
July 01, 2007
A few good compliance officersAlmost four in 10 financial advisors have been told by compliance officers they could not engage in an activity the advisor knew was both legal and within regulations. Yikes. That is the most troubling finding of a new study of 100 financial
July 01, 2007
Changing LTCI sales approachesLTCI can seem like a particularly tough sale to make. This article explains why with a little self-education, some persistence and plenty of patience, a smart advisor can add it to a profitable portfolio of products.
July 01, 2007
2007 Senior SurveySenior Market Advisor polled more than 300 seniors age 60 and older on a variety of financial, retirement and lifestyle issues. Read this article to gain valuable insight to financial advisors who specialize in working with seniors.
July 01, 2007
Marketing that builds trustIn a world where consumers are literally overwhelmed by marketing images - from the flashing ads on their Internet browsers to the fistful of flyers and direct mail pieces that choke our mailboxes every day - financial advisors often find themselves
July 01, 2007
Make the most of face timeFinancial advisors spend a lot of their day in front of people. Whether they are presenting seminars to large crowds or seeing people in their office, advisors log many hours of face time every week. Many of them excel in this area of their