Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
On immediate annuities and multigenerational tax benefits
By Gary MettlerImmediate annuities, known to be rich in guaranteed income, are also rich in multigenerational income tax benefits versus other annuities.
July 20, 2015
Credit Suisse cites impact of fiduciary rule on insurersThe comment period on a regulation proposed by the DOL that, if imposed in its present form, would have a sweeping impact on insurers, closes today.
July 20, 2015
The real value of networkingIf youre not getting much out of your networking efforts, chances are youre going about it all wrong.
July 19, 2015
The worst habits of poor listenersHere are some of the ways poor listening skills can put you at a disadvantage in todays business world.
July 18, 2015
4 tips for cold-calling confidenceCold-calling cat got your tongue? Here are 4 things to remember the next time you pick up the phone.
July 17, 2015
How to make managing your money less scary: Do it over eggs and baconThere's a huge difference between rich investors and the rest of us: They are perfectly comfortable talking about money.
July 17, 2015
Have clients wanting to defer RMDs? MetLife offers a solutionA QLAC version of MetLife's Guaranteed Income Builder now lets seniors defer a portion of their RMDs and income tax.
July 17, 2015
A word about sales metricsRelying on sales metrics to gauge your progress can be tricky. Even accurate ones paint an imperfect picture.