Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Stop connecting and start closing
By Anthony IannarinoSocial media is great, but to win that dream client, you need to get out from behind your computer screen.
May 29, 2015
Are seminars still relevant?True or false: Seminars are an expensive time-waster for advisors serving the retiree and pre-retiree markets.
May 28, 2015
4 new (and surprising) facts about retirement securityAdvisors take note: Americans are retiring earlier than expected, are happy about annuities and love your advice.
May 28, 2015
4 new (and surprising) facts about retirement securityAdvisors take note: Americans are retiring earlier than expected, are happy about annuities and love your advice.
May 27, 2015
Ed Slott and 10 bad things that can happen when there is no designated beneficiaryWhat happens when there is no designated beneficiary? The short answer is: A whole lot of bad things.
May 27, 2015
SEC should require political-spending reports, ex-chairs sayThey pointed to a record 1.2 million comment letters supporting a 2011 petition by a group of securities law professors as evidence that the agency should act.
May 27, 2015
U.S. probes banks’ roles in FIFA marketing corruption scandalThe U.S. is examining banks conduct as part of a wide-ranging corruption probe of international soccer.
May 27, 2015
Could tax reform lead to infrastructure upgrade?A few things are giving me a small measure of hope that we could see an uptick in infrastructure fundings.