Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Raymond James Gets Results
By Kate McBrideIn the continuing evolution of the investment industry, one consistent trend has been the gradual reduction in fees, expenses--and commissions--that investors pay for most investment...
August 31, 2006
Advisor of the Year FinalistsThe nominations have been reviewed. The selection process has nearly been completed. We have whittled the extensive list down to the final five, a collection of advisors that exemplifies what it takes to succeed in this industry - and to succeed
August 31, 2006
Annuities and life insurance: a well-packaged solutionWhen the goals are maximizing wealth transfer and minimizing tax exposure, the situation may call for a pairing of permanent life insurance with an annuity. Not too long ago, an 82-year-old client walked into advisor David W. Hoffmann's office with
August 31, 2006
Think of starting your own practice?The lure of owning your own company can conjure up images of afternoons on the golf course and evenings around the dinner table - with some work in between, of course. Vanity aside, starting a financial planning business is a serious undertaking,
August 31, 2006
Building your own business succession planA client base is bound to change, but the basic message advisors preach to clients remains essentially the same, whether the source is a tax specialist, financial planner, insurance agent, estate planner, registered rep or broker: Plan now for the
August 31, 2006
MassMutual Adds Attorney Fee Annuity OptionMassachusetts Mutual Life Insurance Company has come up with a new way for lawyers to get paid.MassMutual, Springfield, Mass., says it now is selling its ...
August 31, 2006
MassMutual Adds Attorney Fee Annuity OptionMassachusetts Mutual Life Insurance Company has come up with a new way for lawyers to get paid.MassMutual, Springfield, Mass., says it now is selling its ...
August 31, 2006
ING Offers Spousal Withdrawal BenefitAnother insurer is appealing to the market for retirement income for married couples.The Atlanta-based ING Retail Annuities Group, a unit of ING Groep N.V., Amsterdam, ...