Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
5 ways you can build client relationships with blended families
By Nolan BakerAfter a loss, a family is usually left with a lot of emotions. Here's how to handle that while maintaining their assets.
August 07, 2015
If I gave you one new customer, would you give me $200?Traditional marketing methods may not work in today's fast-paced world. It's time to get creative.
August 07, 2015
You took on a new client: Now the real work beginsRegardless of your target market, there is one constant that will determine your success.
August 07, 2015
2 tips to end a speech with a bangThe words you say at the beginning and at the end of your talk will be remembered longer than almost any other part of your speech.
August 07, 2015
30 of the best quotes about agingIf you're in the business of retirement planning, the topic of aging is bound to come up. Face it head on with wit, humor and wisdom.
August 06, 2015
2015 Advisor of the year: Eric ScottThe award recognizes the winner as a successful, trustworthy, committed, ethical, community-focused, and a super producer.
August 06, 2015
Why QLACs compete with New Coke for epic FAIL titleNot even favorable pricing can overcome the real problem with the QLAC.
August 06, 2015
DOL fiduciary rule puts broker-dealers in Catch 22While no fan of the DOL's proposal, Michael Kitces nevertheless points out a damaging flaw in the insurance industry's core argument against it.