Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
These 5 tax facts will maximize year-end savings for your clients
By Robert Bloink, William H. ByrnesIntelligent year-end tax planning can generate welcome tax savings for clients not just on 2015 returns, but in future years, as well.
December 10, 2015
Market optimism falling among advisorsMore than half of advisors surveyed are concerned about future market volatility. How is this affecting advisor-client conversations?
December 10, 2015
Retirement plans in 2019: A sea change comingTransamerica's survey asked 62 experts to forecast everything from how sponsors will benchmark retirement plan success, to how regulation will affect automatic-enrollment rates. Here's what they said.
December 10, 2015
Americans' views on financial security vary by generationThey say money talks. If so, it might say to Americans, Dont be afraid of me! Im here to help!
December 10, 2015
10 of the most common phone selling mistakes (& what to do instead)Closing more phone sales is simple, but you have to play by the rules.
December 10, 2015
How to create instant credibility with prospectsBonus: what is the "15-minute warning knock" and how can it help you be more efficient in meetings.
December 09, 2015
The right time, and tool, for reaching out to 401(k) clientsNow is a perfect time to ask current clients for a copy of their most recent company 401(k) retirement plan accounts statements.
December 09, 2015
Rep. Polis at center of DOL fiduciary stormAdvocates of the DOL fiduciary rule say requiring a new comment period is misguided and would kill the rule.