Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
FINRA close to filing fraud rule for 'vulnerable’ investors
By Melanie WaddellThe Financial Industry Regulatory Authority plans to file imminently with the SEC for approval its proposed Rule 4512 to help block elderly and vulnerable investors from financial exploitation.
October 20, 2016
Is your sales process cramping your style?When a defined sales process doesn't pay off immediately, even experienced salespeople tend to become discouraged.
October 19, 2016
Helping retirement savers isn't like slaveryA Trump economic adviser compared the DOL fiduciary rule with the 1857 Dred Scott ruling, widely viewed as one of the worst Supreme Court rulings ever.
October 19, 2016
Employers face ACA Social Security number reporting snarlThe National Association of Health Underwriters wants the IRS to have mercy on sponsors of fully insured plans.
October 19, 2016
DOL rule: Ex-NAIFA chief readies practice for the new regimeWhere some advisors see stress and strife as a result of the demands of the DOL fiduciary rule, former NAIFA President Juli McNeely sees opportunity.
October 19, 2016
The real election season conspiracyAn evil force seems to be suppressing serious talk about our aging population.
October 19, 2016
7 efficiency hacks for agentsIntegrate these hacks into your daily routine to save time and redirect your efforts to building your book of business.
October 18, 2016
Social Security benefits get small bump for 2017The annual cost-of-living adjustment of 0.3 percent could be offset by Medicare premiums in many cases.