Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
100 facts your clients need to know about annuities
By Sheryl J. MooreAnnuities have a venerable history, numerous tax benefits and more flexibility than many consumers think.
September 23, 2015
Why advisors expect higher FIA sales next yearThe health of the FIA market is perhaps best judged by those who sell more product.
September 23, 2015
6 FIA benefits to boost salesAgents and brokers looking to boost sales of fixed indexed annuities can increase salesif they know which benefits to communicate to clients.
September 23, 2015
It’s time to rebrand “true fiduciary”To paraphrase Buddy (aka Syndrome, the bad guy) in The Incredibles, When everybodys a fiduciary [evil chuckle] no one is.
September 23, 2015
Who is the affluent generation now?Baby boomers are no longer the most affluent demographic, according to a recent study.
September 23, 2015
Half the world is worried about retirementAmericans are more worried than Chinese about retirement--and women are the most worried, rightfully so.
September 23, 2015
Dare to think of what you'd doMore often than not, we give into our fears, forget our dreams and stick to very well-known territory. But, what's wrong with dreaming bigger?
September 22, 2015
Devising a long-term care plan for clients: A five step playbook for financial professionalsA long-term care plan is merely an extension ofand an extra layer of protection aroundthe other types of plans a financial professional puts in place on a clients behalf.