Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Good advisors are often good people first
By Nick RayIs being kind to others at the top of your to-do list? If not, you may not realize how closely goodwill correlates with good sales.
July 10, 2014
5 critical compliance issues for 2014These are the five compliance issues that federal regulators are most concerned with for 2014.
July 10, 2014
Marketing campaign postmortem: What went wrong?If your marketing results are less than stellar, perhaps youve overlooked something. Here are 5 common errors to avoid.
July 09, 2014
SEC delays annuity summary planSEC issues mutual fund summary prospectus that should be three to four pages in length.
July 09, 2014
Deferred income annuities: More than just longevity insuranceIn the ongoing hunt for stable, pension-like retirement income sources, deferred income annuities (or DIAs) are heating up.
July 09, 2014
The 3 reasons strategic alliances don't workThe right referral relationship is highly profitable for both parties but it's not always easy to find.
July 09, 2014
Garrett brings NY Fed into FSOC issuesA member of Congress is demanding that the NY Federal Reserve Bank share information it provided to FSOC members about the process of designating non-banks as SIFIs.
July 09, 2014
How to get noticed in salesTheres a lot of sales noise out there. So whats one surefire way to rise above the din? Write a book for instant clout and visibility.