Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Immediate Annuities Were Bright Spot In 4Q FA Sales
By Jeremy AlexanderImmediate annuities (IAs) are a small segment of the overall fixed annuity (FA) market, pulling in an estimated $6.14 billion in 2006 sales in the ...
March 31, 2007
Treat clients like smart consumersIf a customer walks into my favorite fast food eatery, In-N-Out Burger, and says "I'm hungry," the counterperson would offer a hamburger with fries or a cheeseburger with fries. Problem solved. If the fast food eatery acted like the financial
March 31, 2007
8 ways to spread the word about LTCIThe statistics are sobering and indisputable: individuals age 65 or older have a 40 percent chance of entering a nursing home sometime during their lives. The average annual cost of a nursing home stay is $50,000, and even higher in some
March 31, 2007
Change equals opportunity in life insuranceClients' lives are constantly evolving. No sooner does it seem that one has put together enough money for the down payment on their first home than children are suddenly on the way. And as the mortgage looms on the horizon along with other
March 31, 2007
Standout seminarsTen years' experience hosting senior seminars leads financial advisor Rosemary G. Caligiuri, CEPS, to two conclusions. First, competition has never been stiffer among advisors to attract robust, quality crowds to seminar events and harvest enough
March 31, 2007
What's a senior?Some of the greatest minds in human history have sought to answer some of the most intriguing questions in history. Some of those questions have been answered: How fast does light travel? Is the moon really made of Swiss cheese? Who shot J.R.?
March 31, 2007
The Power List: who's who in annuities 2007They innovate. They influence. They regulate. They pioneer. They educate. They produce. These are the top ten who's who in annuities.
March 30, 2007
Insurance Group Voices Support for LegislationThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
