Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Healthy, wealthy and getting the right advice
By Jane Wollman RusoffFinancial advisors take a growing role in optimizing clients health care spending.
February 04, 2015
Obama budget’s retirement savings cap targets wealthyThe retirement savings cap is a relatively small gambit in the budgets larger effort to raise revenues but is seen as an attack.
February 04, 2015
Why sorting clients by age, gender is a mistakeAdvisors who use clients age, income or marital status to guide their interactions with them may be missing opportunity for deeper connection.
February 03, 2015
Stay out of the trash!Sending mass emails to prospects you dont know? Then dont be surprised when they trash them.
February 03, 2015
Survey flags disconnect in views on retirement income [charts]Nearly half (46 percent) of Americans surveyed by TIAA-CREF fear exhausting their savings in retirement.
February 03, 2015
10 things the insurance industry can learn from the Super Bowl XLIX adsNationwide's "dead kid" ad has opened up a can of worms, but was that what they intended? An expert weighs in.
February 03, 2015
Are you ready for a longevity annuities tsunami?New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond.
February 03, 2015
Are you ready for a longevity annuities tsunami?New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond.