Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Marketing—your hedge against the future, part 2
By Kristen LukeThe rising market has lifted all boats, likely bringing new business to your shores. Marketing is insurance against the day the tide turns.
August 11, 2014
6 self-motivation techniquesIf you know what you want, why arent you taking steps to get it? These 6 self-motivation tips will help you make your dream a reality.
August 10, 2014
Become a fashionable ‘boutique’ advisory firmThe Saratoga Race Course is legendary in horseracing. So howd they get there? By being great instead of huge.
August 09, 2014
What to do when your prospect stands you upYouve scheduled your next call to your prospect. Now hes suddenly unavailable at the appointed time. Heres how to handle it.
August 08, 2014
7 more retirement and annuity facts you should knowMost advisors (71 percent) have increased the net number of retirement income clients served during the year past.
August 08, 2014
7 more retirement and annuity facts you should knowMost advisors (71 percent) have increased the net number of retirement income clients served during the year past.
August 08, 2014
4 things to consider for longevity planningGetting to that 90th birthday is becoming more plausible.
August 08, 2014
The all-inclusive model of financial adviceEver been to an all-inclusive resort? Your every need is promptly met. So why cant financial firms adopt a similar approach?