Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-Outs
By Melanie WaddellVA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.
August 10, 2015
Senate’s Warren seeks review of bank message system after finesU.S. Senator Elizabeth Warren wants financial regulators to examine whether a group of banks new messaging system can be used to circumvent compliance.
August 10, 2015
Here are the questions Donald Trump was asked at the Fox debateWas Donald Trump picked on at the recent Fox debate? We've listed all the questions he was asked. You be the judge.
August 10, 2015
Fischer says temporary inflation factors still a Fed concernFederal Reserve vice chairman Stanley Fischer said low U.S. inflation, while probably restrained by temporary factors, remains a concern as the labor market nears a sweet spot.
August 10, 2015
How to interview prospective clients successfullyThe key to success? You have to be able to say no to someone who has a 10-million-dollar portfolio if they're not the right fit for your practice.
August 10, 2015
5 ways you can build client relationships with blended familiesAfter a loss, a family is usually left with a lot of emotions. Here's how to handle that while maintaining their assets.
August 10, 2015
Twitter for insurance agents: 5 quick tipsIf youre new to the insurance industry or just new to Twitter, here are five tips to help you use Twitter more effectively.
August 10, 2015
Bite-sized steps for getting started with InstagramInstagram isn't just for highly visual brands, like restaurants and shops. Plenty of financial services firms have found this to be a valuable branding tool, too.