Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
New Year’s sales strategies: Fact-finding to determine client objectives
By Chris ConklinUse these three fact-finding steps to help you position an annuity with clients.
December 28, 2016
Inheriting heirs will secure your firm's futureIn what's become known as the 'Great Wealth Transfer,' more than $30 trillion will soon pass from boomers to their Gen X and millennial heirs.
December 28, 2016
Meeting the needs of the middle market with combination productsCombination products that incorporate life and annuity policies with LTC riders have gained significant traction.
December 28, 2016
Cross selling life insurance to business ownersIf youre not offering life insurance to business owners, someone else is.
December 27, 2016
Are you pretending to be a salesperson?If you want to be a successful salesperson, you can't fake your way through the critical elements of the job.
December 27, 2016
Annuity sales to plunge under DOL fiduciary ruleIRI also says that industry-wide annuity sales in the third quarter of 2016 dropped 12 percent from a year ago.
December 27, 2016
How much cash would it take to get people to delay retirement?As Social Security faces an insolvency crisis, one expert proposes a plan to pay people a lump sum of cash to delay taking benefits.
December 27, 2016
The power of podcasting for agents and advisorsPodcasting is quick, inexpensive, and allows you to target exactly the audience you want.