Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
NAIFA survey: Fiduciary rule likely to reduce retirement advice
By The LifeHealthPro EditorsMore than 62 percent of NAIFA members say the DOL rule will probably force them to stop serving some or all of their clients.
September 16, 2016
Not ready to become a DOL-compliant FI? Go partner with oneLegacy Marketing Group plans to share with IMO partners a DOL rule-friendly sales and compliance process.
September 16, 2016
What the sales experts won't tell you: You're being too stubbornStubbornly refusing to consider employing this strategy could be costing you sales.
September 15, 2016
The wellness program is (often) watchingMany large-employer sponsors say they pull data from workers' phones and wearables.
September 15, 2016
Develop an audience of oneEveryone wants an audience, but I'm only looking for an audience of one particular client who is looking for me.
September 15, 2016
"Clone" your favorite clients to build your practiceIntroductions and referrals are key to finding quality clients.
September 15, 2016
How can agents reach prospects who are seeking our knowledge?We are all aware of the statistic that 10,000 individuals are turning 65 every day. How exactly do we reach these individuals?
September 15, 2016
Compliance support for advisors will be key with DOL fiduciary ruleAdvisor education may be the next need to assuage fears and ease compliance confusion.