Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
NAIFA Makes a Marketing Deal With Sallie Mae
By Allison BellNAIFA's advisor members can offer college planning tools and help with getting private student loans.
September 12, 2017
3 Communication Secrets From the 'Bucket Plan' ManJason L. Smith has registered the phrase, but you can segment clients' risk, too.
September 12, 2017
5 More ‘One Liners’ for Asking Friends to Do Business With YouHere are more ways to move the conversation from the weather to what your friends desperately need.
September 12, 2017
California Governor Signs Annuity Cash Surrender BillThe state law created by A.B. 1398 will set procedural rules for annuity cash surrenders.
September 12, 2017
Annuity Regulatory Climate Looks Mild: AnalystRyan Krueger of Keefe, Bruyette sees federal agencies moving in a helpful direction.
September 12, 2017
James Glickman to Lead Society of ActuariesGlickman hopes to promote unity and media savvy in the actuarial community.
September 11, 2017
Q2 Annuity Sales Look Better: IRIThe institute becomes the latest group to see the year-over-year decline in annuity sales slowing.
September 11, 2017
Trump Debt Limit Deal Undermines Trust Among GOP on Tax OverhaulDemocrats might be happy, but Republicans control the path to the House and Senate floor.