Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
You won't believe how much money is lost each year due to elder fraud
By Carley MeinersThese 45 quick facts will help you protect clients and loved ones.
June 30, 2015
How to grow your bottom lineThe surprising key to business efficiency is that you must meet your personal goals to an equal or greater degree than you do your business goals.
June 30, 2015
Wealthy people still love shopping the old-school wayAs for salespeople, the perpetual quest to "sell" the customer is a model that no longer works.
June 30, 2015
DOL fiduciary foes said to be writing best-interest standard billLabor Secretary Thomas Perez noted recently that the fiduciary redraft was a top priority to help strengthen and grow the middle class.
June 30, 2015
Do you have a personal pension plan?Some of your clients who dont have pensions and must rely solely on defined contribution plans would still benefit from a guaranteed lifetime income.
June 30, 2015
Do you have a personal pension plan?Some of your clients who dont have pensions and must rely solely on defined contribution plans would still benefit from a guaranteed lifetime income.
June 30, 2015
Referrals: It’s about themHate asking for referrals? Focus not on how you benefit from a referral, but on how the person being referred benefits.
June 29, 2015
Milevsky’s Bold Plan to Reinvent Retirement IncomeCast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.