Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Guaranteed Income: No Days Off in Retirement
By Kirby WoodThe general retiring public remains unfamiliar with guaranteed income products or how they perform.
September 13, 2017
10 Medicare for All and Graham-Cassidy Highlights, for AgentsThe Democratic bill would raise the estate tax. The GOP bill could keep the 3.8% Medicare surtax.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 13, 2017
NAIFA Makes a Marketing Deal With Sallie MaeNAIFA's advisor members can offer college planning tools and help with getting private student loans.
September 12, 2017
Big Names Back Big-Data Bet on Heavy-Duty Retirement CalculatorManagers are thinking about adding annuities to the platform.
September 12, 2017
Equifax Holds Contract to Verify Data of ACA Exchange CustomersExperian wants Equifax to help it figure out if it was also hacked.
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.