Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Understanding the annuities client will boost sales
By Peggy BresnickArmed with the right information, you can increase the likelihood that your clients will be more receptive.
June 14, 2016
Tony Robbins joins an advisory firm, defends fiduciary standardThe millionaire personal finance media personality talks about his decision to join the A-list advisory firm Creative Planning.
June 14, 2016
7 technology priorities for the individual annuities marketIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.
June 14, 2016
MetLife keeps CEO Kandarian to manage ‘dramatic change’MetLife Inc. has extended Chief Executive Officer Steve Kandarians term as he works to simplify the company and fights to avoid stricter government oversight.
June 14, 2016
Here's how to connect with distracted clientsIn an era when smartphones, tablets and 24-7 connectivity are near-ubiquitous, getting and keeping the prospect's attention is becoming harder than ever.
June 14, 2016
The Next Big Thing? Annuitant-Driven AnnuitiesPostmortem tax issues on annuities can be addressed when the contract is purchased now that insurance carriers offer a new form of fixed indexed annuity.
June 14, 2016
Lead generation traffic sources that produce resultsNot all lead-generation traffic sources are created equal. Here's a detailed explanation of old school vs. new school traffic sources.
June 13, 2016
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative PlanningRobbins and Creative Plannings CIO Peter Mallouk define Robbins role as Chief of Investor Psychology; what it means for clients and advisors.