Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
1 out of 5 workers forced to put off retirement
By Marlene Y. SatterLongitudinal findings show that more people actually retired (35.9 percent) after 65 than expected (18.9 percent).
November 25, 2014
What doctors and families have that advisors don’tThe CFA Institutes Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
November 25, 2014
How to communicate compliantly with social mediaAdvisors have many questions about social media, how its regulated and whether they even need it.
November 25, 2014
How behavioral biases affect Social Security claiming strategiesThe underpinnings of behavioral economics go far beyond financial services and market investing.
November 25, 2014
An “authentic and irreverent approach” builds a successful agencyFind out how to successfully evolve an online term life company to a group benefits advisor agency.
November 24, 2014
3 sins of sales managementWant to grow your business? Then you must avoid committing these all-too-common sales-management sins.
November 24, 2014
5 tips for selling your business in 2015Don't fall in the trap: The 2013 State of Owner Readiness Survey revealed that over 80 percent of business owners have no formal transition plan.
November 24, 2014
NAILBA 33: 5 funding options for LTCIWith so many of the Sandwich Generation being hit, its imperative that the funding options are made clear to consumers.