Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Helping retirees dodge the Medicare income-based surcharge
By Robert Bloink, William H. ByrnesYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 29, 2014
Top five regrets of the dying (and why advisors should care)There are some very important reasons why we need to get over our fear of death and illness.
October 29, 2014
5 hot tips for referral process redesignLooking for more ideal clients to build up your practice? Here are 5 techniques to fine-tune your referral process.
October 28, 2014
Are you maxing out on charitable giving? [Infographic]Charitable giving is not only a "good" thing to do; it's smart for retirement planning as well.
October 28, 2014
Contrarian networking can bring on new clientsMost of our best clients come as introductions from others, so what we need are more others to help us.
October 28, 2014
The 10 biggest market misconduct issues to avoidAvoid these 10 missteps, and avoid a nasty-gram from your state regulator. It's that simple.
October 28, 2014
Solo advisor vs. partnership debate [Infographic]If youre weighing the relative merits of going it alone or partnering, consider the following stats from a recent survey.
October 28, 2014
5 business books to inspire youIn case you missed the list, I wanted to share with you five of the business books that had the biggest impact on my career.