Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Top five developments to watch for in the annuity space
By Dave Czernicki, Christopher RahamIn the last 12 to 18 months, significant catalysts for change have come forth in the annuity space, shaking up the market.
August 05, 2014
Build a sales staircase to ‘yes’How do you avoid losing track of your prospects during the sales process? Get them to agree on next steps at the end of each meeting.
August 04, 2014
What Bill Walsh can teach advisors about successIt may seem counterintuitive that you could actually win more (in sports, life or business) by focusing less on the win. But its true.
August 04, 2014
The tax planning tip that will prove an advisor's worth in 2014The otherwise sensible retirement income-planning strategies employed by even the most tax-savvy advisors can create liability where none existed before.
August 04, 2014
Top 10 states for pension spendingA list of the top 10 states that saw the greatest total economic impact of DB pension expenditures.
August 04, 2014
What Hogwarts and the Advisor Network Summit have in commonOne is imagined; the other one is happening August 13 to 15 at the Venetian in Las Vegas. Yet they're not as different as they may appear.
August 04, 2014
“I Hate Using the Phone!” …and other Reasons to Rethink Your BusinessWhy on earth would a person choose to become an advisor if they had no control over their day-to-day activities?
August 04, 2014
Advisors: Don’t use ‘style’ as an excuseSome salespeople use style as an excuse for fear or weakness. But theres only one style worth cultivating: creating value for your clients.