Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Do you know these 13 life insurance terms?
By Stephan R. Leimberg, Keith Buck, Bob DoyleThese 13 terms separate the novice from the true insurance scholar.
April 22, 2015
IRS ripped at hearing over service cuts to taxpayersThe IRS commissioner counters at a Ways & Means Committee hearing that it was hampered by budget cuts.
April 22, 2015
Female FAs tired of playing musical chairsAnn Hughes of The Female Affect says the musical chairs game must stop and new female recruits must be brought into the fold.
April 22, 2015
Making brokers work for clients is way past dueThree out of four U.S. investors mistakenly think that financial advisors at brokerage firms are required to put clients' interests first.
April 22, 2015
How ‘safe’ investments could destroy your portfolioAfter years of low interest rates and rising stock markets, could once-conservative strategies put investors in risky situations?
April 22, 2015
Make way for successClutter blocks your way to success. So resolve to finally retire those unfinished projects once and for all.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
April 21, 2015
Advisors can talk, but will boomers listen?With so many Americans fearing a crisis, it opens doors for advisors to discuss retirement woes with prospective clients.