Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Income Solutions
By Ellen UzelacFor the last few decades, financial advisors have gotten to be very good at wealth accumulation. It's what you do. It's where you live. But...
April 30, 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
April 30, 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.
April 30, 2007
The time is right for multi-life salesMulti-life sales may represent the next wave for the senior market. For many senior advisors, this wide-open category is quickly becoming the fuel for sustained growth and business expansion as the industry evolves from a sales-driven culture to one
April 30, 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
April 30, 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
April 29, 2007
NQ Annuities, Trusts And Tax Rules: It's Not Always ClearThere are many circumstances where placing a non-qualified annuity within a trust is appropriate. Similarly, there are a number of circumstances in which it may ...
April 29, 2007
NQ Annuities, Trusts And Tax Rules: It's Not Always ClearThere are many circumstances where placing a non-qualified annuity within a trust is appropriate. Similarly, there are a number of circumstances in which it may ...