Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
7 Best Markets for Outside Funding
By Allison BellEven in places like New York and Silicon Valley, bank financing is much more common than investor financing.
April 02, 2018
7 Markets Where Funders May Leave Employers ColdIn these markets, what clients might really need is help meeting friendly bankers.
April 01, 2018
22 Ways to Make the Right ReputationTo build a great practice, build a great personal brand.
April 01, 2018
Blockchain Can Usher In Community-Driven Retirement PlanningA founder of a blockchain-based retirement planning platform says this is a good time to start.
March 31, 2018
How the New Tax Law Changed the 529 Plan Game BoardSome clients may want to put more of their cash in 529 plan accounts, and less in other types of accounts.
March 30, 2018
Sweeping Federal Disability Claim Regulations Take Effect SundayA benefits law specialist says the new regs will affect any plan with a disability determination trigger.
March 30, 2018
5 Ways to Make LinkedIn Work for YouMaybe you gave up on it in 2010. It's time to take another look.
March 29, 2018
5 Ways MassMutual's AI Systems Could EvolveSears Merritt says the company has already learned interesting things about how people age.