Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The accidental advisor
By Bob CalandraMichael Foguth backed into a career he never dreamed of and discovered it was exactly what people needed.
August 11, 2016
Storytelling 101: 5 ways to persuadeTo cut through the noise and convince someone to listen to you, you must have a compelling story to tell.
August 10, 2016
L&G drops as profit misses forecasts on insurance, investmentsSales generated from corporate bulk annuity transactions and lifetime mortgages helped buffer the earnings results.
August 10, 2016
IMOs take on enhanced sales role under the new DOL ruleThe Department of Labor's new fiduciary standard recognizes independent marketing organizations (IMO)s that broker financial products. But so far, only six IMOs have applied to be such "financial institutions."
August 10, 2016
Luck is where opportunity meets preparationFocus your energy on the mundane and difficult tasks of preparation, so when opportunity comes knocking, you'll be ready.
August 09, 2016
Bequest goals: more than just an issue for the wealthySome people presume that inheritance planning is solely the domain of the rich, but think again!
August 09, 2016
10 Google tools you can't do withoutMany of these tools that can help maximize your marketing efforts are free.
August 08, 2016
Insuring the financial future of the sandwich generationHelp this generation of people supporting both their elderly parents and dependent children by understanding their attitudes about insurance products.