Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Prepare Your Clients for These 5 Life Events
By Min ZhangRetirement planning is far from the only component of a robust financial plan.
July 25, 2017
Ron Lockton to Become Lockton Inc. CEO: Insurance PeopleHub has a new HR head, and AXIO has a new insurance services division managing director.
July 25, 2017
Why Do the Pundits Hate Annuity Commissions?High sales of the right products to the right people are, actually, good.
July 24, 2017
4 Useful New Benefits Facts From the DOLA new Bureau of Labor Statistics survey report shows growth in one (somewhat) surprising area.
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 24, 2017
California Prosecutors Accuse San Diego Agent of Elder FraudInvestigators say an agent persuaded five clients to replace annuities for personal gain.
July 23, 2017
30 Under 30, Part 1: Young Life, Health and Annuity StarsHigh achievers talk about the present, the future, their peers, and how to break in.
July 21, 2017
Ameriprise Adds $463M Employee Team From Merrill LynchThe three new advisors are based in Northern California and come on board with four other professionals.