Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
When new and improved actually isn’t
By David A. Saltzman, RHU, DIAHow can something be both "new" and "improved"? It can't.
January 09, 2017
The benefit of joint and survivor annuities over trustsTrusts are a common method to convey non-spousal IRA assets to adult children and other beneficiaries, but SPIAs can do the same thing with a few advantages.
January 09, 2017
The benefit of joint and survivor annuities over trustsTrusts are a common method to convey non-spousal IRA assets to adult children and other beneficiaries, but SPIAs can do the same thing with a few advantages.
January 08, 2017
10 new digital marketing tips for agents, advisors [infographic]There's one thing insurance and finance executives can bank on when it comes to their online image: It requires thoughtful strategy.
January 06, 2017
6 tactful ways to ask for the orderThere's a fine line between pressuring a prospect and tactfully asking for their business.
January 06, 2017
Pacific Life launches fee-based variable annuityPacific Life's new annuity product is timely as broker-dealers emphasize fee-based solutions in response to the DOL fiduciary rule.
January 06, 2017
Boomers, millennials view economy differently post-electionCountry Financial Security Index reveals millennials are less optimistic than older generations when it comes to financial security this year.
January 06, 2017
The Standard offers single premium deferred indexed annuityThe annuity offers the ability to receive interest based on increases in an index with dynamically adjusting investment allocations.