Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What you need to know about fee-only annuities
By Mike PattonIf you're an RIA who has put clients into fee-only annuities, watch the tax consequences of those fees.
November 23, 2015
Volatility pushes IRA investors into nontraded altsReal estate and private equity are increasingly popular in self-directed IRAs, and crowdfunding is expected to take off in the accounts, Pensco says.
November 23, 2015
The DOL's fiduciary rule: A contrarian viewThe Financial Planning Coalition is urging Congress not to block the DOL fiduciary rule.
November 23, 2015
Spending patterns make odd shifts in retirementSome households spend more during certain years of retirement, a study says, while even those that spend less spend different amounts during different times of retirement.
November 23, 2015
Debunking the negative myths about FIAsFIAs can be complex, but agents who feel they are a good fit with their client need to know how to counter negative perceptions.
November 23, 2015
5 FIA facts to communicate to prospectsHere are five facts consumers need to know about FIA benefits.
November 23, 2015
4 more public speaking techniques to wow your audienceHere's how to make sure that your audience is entertained and enjoys your presentation.
November 20, 2015
Getting someone to like you in 3 minutesRemember: the key to acquiring new business comes down to relationships.