Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Amateurs vs. professionals
By Wendy WeissA career in sales is not for the weak. Do you allow rejection to stop you or put it aside and continue?
September 04, 2015
Apollo-backed Athene hires MetLife’s Wheeler, fueling IPOAthene Holding Ltd., the insurer tied to Apollo Global Management LLC, named ex-MetLife Inc. executive William Wheeler as president as it prepares to go public.
September 04, 2015
How advisors can earn client loyaltyClients cling to advisors whose wisdom, judgment and integrity they respect. To earn such loyalty, disregard B-school dogma and listen to Aristotle.
September 04, 2015
Here’s a new way to exit customer service hellThe U.S. Consumer Financial Protection Bureau started taking complaints about financial products only four years ago--a record 26,704 complaints were registered in July.
September 04, 2015
ETF investors abandon inflation bets amid doubts on Fed goalInvestors who piled into inflation-linked bond funds for nine straight months are reversing course in the latest sign markets arent buying the Federal Reserves outlook for price gains.
September 04, 2015
Why your sales reps can’t closeAre your sales reps neglecting important activities during the early stages of the sales process?
September 03, 2015
Are you "recommendation worthy"?Studies tell us that only one in 27 unhappy clients tell us they are unhappy. To really a grow a business, that number has to change.
September 02, 2015
How Donald Trump is winning over anti-Wall Street RepublicansIt may sound absurd that a super-rich real estate mogul who peddles opulence is enticing voters who are fed up with the finance community.