Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How to talk to your clients about Brexit
By Carley MeinersFour advisors weigh in on what you should be saying to clients about Brexit.
July 05, 2016
The DOL fiduciary rule, duties to consumers, and the Best Interest Contract ExemptionUnder the new rule, advisors will need to document their advice and how it will help the client.
July 05, 2016
How to use keyword-driven online prospectingFollow-up is critical for turning online prospecting into real-life sales.
July 05, 2016
Jefferson National prez: Expect fee-based variable annuities to surgeJefferson National President Larry Greenberg explains how to make a fee-based model work under the new fiduciary standard for advisors.
July 05, 2016
4 ways to sell FIAs to affluent millennialsAffluent millennials are a new class of customer, and there are many opportunities for advisors to grab their attention.
July 05, 2016
Jefferson National prez: Expect fee-based variable annuities to surgeJefferson National President Larry Greenberg explains how to make a fee-based model work under the new fiduciary standard for advisors.
July 01, 2016
TIAA buys tech firm MyVest in push for personalized serviceMyVest uses a cloud-based software-and-services platform to personalize investing information.
July 01, 2016
10 states millionaires might be fleeingHigh earners in these 10 states could be contemplating a move to a lower income-tax market.