Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Balancing the retirement income plan
By Ed McCarthy, CFP, RICPWhich approach do you take when advising cilents on retirement income?
May 27, 2015
14 strong prospecting strategiesYouve heard experienced advisors say, Everything works and nothing works. Almost everything works if you are persistent and fine tune your approach.
May 27, 2015
The 10 biggest announcements from life and health insurers this weekFrom key personnel appointments at New York Life to interesting conferences and keynote speakers, here's your weekly news roundup.
May 27, 2015
How to become a champion brokerAsk yourself: Are you the biggest threat to your business?
May 27, 2015
100 best sales & marketing ideas: 1-10Our No. 1 sales tip requires something rare and valuable: An uninterrupted hour of quiet reflection.
May 27, 2015
100 best sales & marketing ideas: 11-20A corporate language consultant reveals why the words you use in customer correspondence might be all wrong.
May 27, 2015
100 best sales & marketing ideas: 21-30Do the math for your prospects. They will thank you.
May 26, 2015
3 IRA annuity RMD traps you must avoidThe rules for RMDs are deceptively complicated and adding annuities into the equation can create additional confusion.