Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How to grow your bottom line
By Jason JenkinsThe 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
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.
June 29, 2015
A third of investors worry about financial abuse of elderlyOne in three U.S. investors knows someone who has been a victim of scams or frauds.
June 29, 2015
RIAs overwhelmingly bullish on the futureFee-based advisors are expecting more growth in their industry--and they expect it will be faster than other financial markets.
June 29, 2015
Riverside hires MetLife currency head Leinwand amid Greek crisisThe firm works with investment banks, private-equity and law firms seeking derivative contracts tied to bonds, currencies and stocks.