Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
5 ways to sell more and sleep better at night
By Daniel WilliamsAn industry insider wrote a sales book that could help advisors have a transformational year in 2015.
December 29, 2014
The actuaries: Longer client life spans require big shift from advisorsIncreased longevity requires advisors to shift their focus from retirement income toward a life portfolio.
December 29, 2014
4 experts make 11 predictions on stocks, economy for 2015Wary optimism, not great expectations, pinpoints the outlook for stocks in 2015, according to top equity strategists.
December 28, 2014
Facebook’s news feed update, Part 1Facebooks news feed is changing to discourage overly promotional posts. Here are some things to consider.
December 28, 2014
Facebook’s news feed update, Part 1Facebooks news feed is changing to discourage overly promotional posts. Here are some things to consider.
December 27, 2014
2 ways around the gatekeeperWith a referral introduction, theres no need to dupe the gatekeeper. You can walk right in and get to work.
December 27, 2014
2 ways around the gatekeeperWith a referral introduction, theres no need to dupe the gatekeeper. You can walk right in and get to work.
December 26, 2014
Saying no is easy—but expensiveNobody wants to do more work than necessary. But dont tell clients no too often or youll risk losing out on referrals.