Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
A letter from the new editor of Retirement Advisor
By Kristen BeckmanChange is both exciting and intimidating. As the new managing editor of Retirement Advisor, I look forward to learning about the industry.
March 16, 2016
5 essential tax questions about IRAs, rollovers and retirement plansWhat should taxpayers know about IRA rollovers? Here are five questions your clients might ask.
March 16, 2016
Indexed annuity sales set records in 4th quarter and yearAllianz Life was the top provider of indexed annuities, with a market share of 14.5 percent, according to Wink's report.
March 16, 2016
5 more ways to speed up sales in 2016Here are five more secrets about a cool process called Predictable Revenue that will increase your sales.
March 15, 2016
Top 10 annuity providers ranked by NAICFind out who was up, who was down and who was new in NAIC's 2015 ranking of annuity providers.
March 15, 2016
Did that prospect avoid your call?Your prospect seems to be interested and asks you something that you know you will need time to research. But don't end that phone call yet!
March 14, 2016
When Trusts and Annuities Collide, Big Tax Damage Can FollowTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 14, 2016
4 things you can learn from a billionaire clientHere's how an advisor turned his dorm room startup into a $6 billion wealth management firm.