Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Hate Donald Trump? Blame the Fed, Merk says
By Emily ZulzProminent political figures like Donald Trump, Bernie Sanders and Greek Prime Minister Tsipras benefit from the zero interest rate policy, Axel Merk says.
October 09, 2015
12 of the worst financial advisors in America: 2015Unfortunately, theres no shortage of crooks for our annual list of the dirty dozen.
October 08, 2015
The FIA sales pitchWhen interfacing with clients in their 60s, about 8 in 10 advisors almost always or occasionally broach the subject of annuities.
October 08, 2015
The FIA sales pitchWhen interfacing with clients in their 60s, about 8 in 10 advisors almost always or occasionally broach the subject of annuities.
October 08, 2015
Why prospects say 'no' to your planWhen advisors tell me that no one ever says no to them, my response is, Then you must not have any clients!
October 08, 2015
8 benefits of clear, consistent messagingDo clients, prospects and employees see your firm the way you want them to?
October 08, 2015
3 ways to raise your visibilityYou need people to understand exactly what it is you do ... and get known for it. Here's how.
October 08, 2015
IRS says more scrutiny of plan compliance controls in 2016The Internal Revenue Service has said it will intensify compliance reviews of most classifications of employer-sponsored retirement plans. But other tax-exempt plans will also be subject to review.