Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What clients need and what advisors aren't doing
By Bernice NapachOne of the biggest mistakes an advisor can make is to operate in the short term.
January 11, 2016
"Warm" vs. "cold" leads: Which one should you follow up with?Is it really true that warm leads are more interested and more engaged than cold leads?
January 08, 2016
12 top international places to retireOverseas living is good for U.S. retirees in these global communities.
January 08, 2016
M Financial: a producer group with a unique value propositionThe distributor of life insurance and other financial products and services says its reinsurance unit avails advisors of tailored solutions at unbeatable prices for the high net worth.
January 08, 2016
3 outstanding questions about the DOL's proposed fiduciary ruleHere are some of the most important practical impacts of the proposed rule, and suggestions on how firms can and should respond if they are to seize the opportunities that the rule presents.
January 08, 2016
Gross says tough time for bonds if Fed relies on jobsGross thinks the Fed may raise rates just twice this year.
January 08, 2016
How to do your due diligence on IOVAsInvestment-only variable annuities are known for simplicity and cost efficiencies, an appealing set of assets. But you still need to know the right questions to ask.
January 07, 2016
Want results? Ask your clients’ opinion (part 2)Use a presentation like this to inspire your prospects and clients to take action.