Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Starting the annuity conversation
By Peggy BresnickThese simple conversation starters will help determine whether annuities are appropriate for your client or not.
February 18, 2016
3 marketing lessons from Donald TrumpLove him or hate him, Donald Trump does know how to do one thing very well: live in peoples minds "rent-free." Here are a few takeaways you can apply to your business.
February 17, 2016
Why Social Security planning is the new requirement for retirement advisorsHaving a solid understanding of Social Securitys benefits and the available optimization strategies is quickly becoming a requirement to stay competitive.
February 17, 2016
Vanguard, BlackRock seldom challenge companies on CEO payMutual fund giants Vanguard and BlackRock voted with directors on CEO pay plans 97 percent of the time last year.
February 17, 2016
3 reasons that new piece of technology won’t make a differenceNo matter your agency strategy, you need tools, you need people that use them effectively and consistently. Here's 3 reasons why your tools aren't working.
February 17, 2016
Hedge fund manager puts profile on social media, lures $20 millionJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 17, 2016
What you can learn from the "Cheesehead Effect"What would possess a person to wear a cheese hat in public? Here's how to bottle that up and turn your clients into your No. 1 fans.
February 17, 2016
Deferred income annuities can double payouts later in lifeUsing the no-refund variety of DIAs provides extra income but also has potential downsides.