Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fixed Annuity Sales Fall
By Staff WriterU.S. sales of fixed annuities fell to about $14 billion in first quarter, down 18% from the total for the first quarter of 2006, according ...
June 01, 2007
Life Settlement Special ReportHow to identify life settlement candidatesLife settlements provide a value-added service for clients. Making sure they are an appropriate financial planning tool for seniors requires some close attention to the details. 5 life settlement
June 01, 2007
Who owns you, cowboy?Many insurance and financial advisors savor their independence. That's why captive agents often go independent as their skill, knowledge and client list grow.
June 01, 2007
Getting the same spin of the wheel on index annuitiesIf index annuities using annual point-to-point, monthly average, or cap forward crediting methods each paid 4 cents out of a dollar of premium to buy index-linked gain potential on that dollar of premium, the "gain-payer" guaranteeing to pay any
June 01, 2007
Sounding the alarmA wakeup call was sounded to all who attended MDRT's Boomertirement industry summit in New York City in late April. MDRT President Philip Harriman, CLU, ChFC, told attendees the organization is "deeply concerned" about the looming boomer retirement
June 01, 2007
Objections overruledConfronting client objections is a fundamental part of an advisor's job description. But sometimes, to serve a client's best interests, an advisor must go above and beyond the call of duty - and endure a bit of extra punishment - to defend a
June 01, 2007
News that gets noticedSmall-business owners, and financial advisors in particular, know that one key to survival is getting the word out about the products and services they offer. Public relations, by whatever name it is known, is a means to an end. The problem for many
June 01, 2007
Building the bulletproof practiceVery little can compare with the satisfaction that comes with adding new names to the client list. But obtaining new clients is costly and time consuming. While it is absolutely necessary to regularly grow one's business, time spent pursuing new