Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The right time, and tool, for reaching out to 401(k) clients
By Ric LagerNow is a perfect time to ask current clients for a copy of their most recent company 401(k) retirement plan accounts statements.
December 08, 2015
Here are 4 ways you lose potential insurance customersPeople want convenience, and if buying insurance isn't easy to do, they'll walk away.
December 08, 2015
7 words insurance agents should never useIn insurance sales, your choice of words can make the difference between getting the sale and having no opportunity at all.
December 07, 2015
This sales strategy will beat ''we're happy with our current provider''Dislodging long-standing incumbents requires a different strategy. Here's how to get the advantage.
December 07, 2015
Bullard says it’s time for Fed to begin raising interest ratesYellen told members of Congress that an increase is a "live option."
December 04, 2015
3 sales tips from an engineer turned saleswomanWhat do great salespeople and engineers have in common?
December 04, 2015
The benefits of retiring abroadDo your clients want to retire in a foreign country? Here's 3 ways you can help them decide--plus a comparison of retiring in Chicago vs. Valencia, Spain.
December 04, 2015
Advisors more intent on growth, techThe Scottrade Advisor Services RIA Study found that when it came to spending money, more registered investment advisors said growth was their first priority.