Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
5 more TED talks to shake off rejection
By Lynette GilNeed a shot of sales confidence? These five TED talks will do the trick. (And one of them is just four minutes!)
March 24, 2015
Top stories: Week of March 23, 2015Read which states made the list of the 10 most tax-friendly for retirees, changes to Roth IRAs and five states where PPACA exchange silver plan costs soared.
March 24, 2015
Here’s why annuities will be the most important investment vehicle of the next decadeIn a reversal, Harold Evensky says annuities are vital for a stable retirement.
March 24, 2015
Don’t scare off prospects with this mistakeProspecting is about building relationships. So dont short-circuit your sales process by asking for a sale too soon.
March 23, 2015
Why seminars are still one of the most efficient marketing tools you haveThe right seminar topic can convert into very profitable relationships.
March 23, 2015
Bracing for the next wave of 401(k) lawsuitsThe 10 largest class-action settlements in claims brought under ERISA topped $1.3 billion in 2014.
March 23, 2015
NAPA’s deep reservations about DOL’s broker rulesThe organization fears regulators will make it illegal for advisors to talk to participants about their best options at a critical moment in their lives.
March 23, 2015
5 more things top salespeople never sayIf you want to join the cream of the sales crop, make sure you dont catch yourself saying things like this.