Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Take your referral process to a new level of professionalism
By Frank MaselliImplement a serious and thoughtful referral process that minimizes your clients' fears and works from a position of strength.
December 07, 2016
New variable annuity from Lincoln targets fee-based advisorsLincoln Financial Group and BlackRock collaborated to create an ETF-based variable annuity targeted at fee-based advisors.
December 07, 2016
Accelerating change through innovationRespondents to an Ernst & Young insurance survey recognize the industry is operating in a time of great disruption, and understand the need to embrace change.
December 07, 2016
Why millennials are more interested in saving for retirementIn order to overcome trust issues among millennials, advisors need to consider a different approach and a completely new way of thinking.
December 06, 2016
7 phases of the perfect client funnelThere are seven distinct phases on the path clients take through your marketing funnel, each with its own set of opportunities.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 06, 2016
HUD post would make Ben Carson a nursing home loan chiefCarson is a long-distance caregiver for a mother with Alzheimer's disease.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.