Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
A salesperson says: “The reports of my death have been greatly exaggerated.”
By Lloyd LoftonI dont think we are seeing the death of the salesman, rather the defining of a role that has long brought value and stability to an industry.
August 07, 2014
Aviva steps up corporate annuity deals after pension changesChief Executive Officer Mark Wilson said today Aviva had underwritten 30 bulk annuity deals in the first six months of the year.
August 07, 2014
L&G to expand in U.S., Europe after slump in U.K. annuity salesLegal & General sees tremendous opportunity in bulk annuity sales in the U.S.
August 07, 2014
SEC busts 2 for bilking terminally ill, blind seniorsThe SEC levied charges against a broker and an advisor for scams targeting older clients.
August 07, 2014
Want clients to trust you? You've got 0.05 secondsA new study shows trust decisions are automatically triggered by the slightest glance.
August 07, 2014
Marketing—your hedge against the future, part 1The rising market has lifted all boats, likely bringing new business to your shores. Marketing is insurance against the day the tide turns.
August 06, 2014
The successful entrepreneur’s secret? DelegationStriking out on your own can be overwhelming. How do you keep your eye on the big picture with so many details to tend to? Delegate, delegate, delegate.
August 05, 2014
The single most important step in asking for referralsIt's a question that must be asked in order for your practice to grow: How much value are you delivering to your clients?