Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DOL fiduciary rule: Disruption or opportunity?
By Anton HonikmanMyVest's CEO discusses 5 ways firms can embrace the DOL rule to become more client-centric.
July 15, 2016
Are you a cold calling failure?If you hate cold calling, you aren't doomed. Follow these steps to turn a cold call into a hot lead.
July 14, 2016
Insurance regulators respond to ongoing low interest ratesYou can expect a series of state regulatory changes aimed at helping the life insurance industry weather a protracted period of low interest rates.
July 14, 2016
Case design and support trump compensationIt's easy to focus on compensation when choosing a marketing partner, but coaching and support should carry greater weight.
July 14, 2016
Ask IMO candidates about difficult casesThe true value for an IMO is if they can get troubled cases placed as well as good cases.
July 14, 2016
Robo advisor, meet millennial advisorAfter four years of college and two years abroad, Thomas Forbes' toughest challenge was establishing networks to build his new business.
July 14, 2016
How do I choose the right marketing organization?I need an IMO to help with life and annuity case designs. How do I choose the best one?
July 14, 2016
Not all life insurance loan provisions are created equalHere's what best-selling author David McKnight believes policyholders should consider before taking money out of a life insurance retirement plan (LIRP).