Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Lurking in the shadows... unethical clients
By Steven McCartyWhen we talk about ethics, we often train our spotlight on advisors. We assume unethical conduct usually starts inside them and spreads like the gathering gloom of a winter evening. But clients can trigger misconduct, as well. In their desire to
May 01, 2007
Taking a direct approachLead generation. No two words strike more of a sickly feeling in the hearts of most senior advisors. That's because a great many of you don't know how to tackle the problem. Certainly, you'd like to drive new leads to your business and believe that
May 01, 2007
The lone riderA mixture of in-depth client research and old-fashioned hard work have helped turn Alan Stuart into the country's top LTCI producer. This article discusses how a relative newcomer to the business turned a personalized approach into a profitable practice.
May 01, 2007
Is "the close" pass??When asked many years ago how he won an important game, then-Indiana University basketball coach Bobby Knight famously (or infamously) told the intrepid reporter, "We scored more points than they did." When the reporter wouldn't accept that most
May 01, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
May 01, 2007
Hancock And ING Add Annuity RidersTwo large insurers are rolling out new guarantee options for annuity holders.John Hancock Annuities, Boston, a unit of Manulife Financial Corp., Toronto, has introduced the ...
May 01, 2007
Hancock And ING Add Annuity RidersTwo large insurers are rolling out new guarantee options for annuity holders.John Hancock Annuities, Boston, a unit of Manulife Financial Corp., Toronto, has introduced the ...
May 01, 2007
Built to LastResearch: If the price is right, does it matter which company guarantees an annuity? Stout: My opinion would be yes. Price is really not even the...