Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What we can learn from the way Whole Foods markets to millennials
By Lynette GilAre you marketing to this 80 million strong generation, with $200 billion in spending power?
May 10, 2015
How do you build a better meeting?Meetingsthey can be colossal time-wasters. Here are some tips for improving your meeting productivity.
May 09, 2015
Sell for lifetime valueYour prospects can be worth much more than a single deal. Remember their lifetime value and sell accordingly.
May 08, 2015
‘Living inheritance’ could hurt retirementNearly a quarter of workers would rather spend or give away all their assets before they die.
May 08, 2015
Using fixed indexed annuities for retirement incomeAs advisors and clients continue to search for reliable retirement income alternatives, one bright star has emerged.
May 08, 2015
Trust Mom: 75% of millennials would take financial advice from their mothersWould you go to your mother for financial advice? Penn Mutual answered this question in a survey.
May 08, 2015
3 IRS PPACA compliance weaknessesTaxpayers who lied about their 2014 coverage may get away with it.