Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
IRS Answers Modified Endowment Contract Question
By Staff WriterFederal officials have issued guidance that may be of interest to financial advisors in the executive benefits market.The Internal Revenue Service has answered a question ...
May 31, 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
May 31, 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
May 31, 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
May 31, 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
May 31, 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
May 30, 2007
Tennessee Moves To Take Over Foundation FirmHome state regulators are taking action against a company that has been offering to trade what it calls a "tax-deductible installment plan" for a variety ...
May 30, 2007
Tennessee Moves To Take Over Foundation FirmHome state regulators are taking action against a company that has been offering to trade what it calls a "tax-deductible installment plan" for a variety ...