Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The 30-year retirement challenge
By Will M. RichardsonOne of the biggest challenges our clients face is making sure they have enough money to last for a 30 year retirement and to keep up with the rising cost of all that they will need.
January 15, 2015
Complexity and affluence: Breaking the mythThe affluent clients you want to serve simply do not believe that you can somehow simplify their wealth, and their world.
January 14, 2015
Diagnosis: Sales team disrespect, Part 1Sales team members coming in at all hours and not completing their assignments? Theres a cure for that.
January 14, 2015
Broker licensing bill signed into lawBrokers lives are (hopefully) about to get a little easier.
January 14, 2015
It's 2015! Where's your Facebook business page?Muster a bit of patience and open your Facebook business page. It's time!
January 13, 2015
4 resolutions for sales managersIts not too late to make your resolutions. If you manage a sales team, here are 4 ways to improve in 2015.
January 12, 2015
Take this quiz to see how your marketing will fare in 2015Take this quick quiz to help predict your marketing success 2015 as well as identify areas for improvement.
January 12, 2015
5 financial tips to navigate through divorceThere are few life transitions more difficult than navigating a divorce. What does a person need to now to protect their finances?