Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Criticisms of structured note variable annuities
By Ed McCarthy, CFP, RICPAlthough traditional VAs must recoup high sales commissions through charges and penalties, spVA issuers can recoup those expenses by setting the cap.
July 08, 2014
Rising capital gains taxes: What’s an investor to do?In filing 2013 taxes, many Americans saw a sizeable bump compared to previous years, with the biggest hike on investment income.
July 08, 2014
HHS exchanges start 2015 agent registrationAgents are still fighting to get into the HealthCare.gov in-person assistance referral system.
July 08, 2014
How to frame annuities more attractivelyNew research points to ways of increasing annuities' appeal.
July 08, 2014
Back to basics: Pay attention!Dont ask your prospects about their goals and desired outcomes if youre not going to listen. Youll make helping them (and yourself) much harder.
July 07, 2014
8 positive ways to deliver (and receive) negative feedbackThose that cant accept critical feedback due to ego and esteem issues will face a lot of challenges in life and in business.
July 07, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceMany clients continue to view deferred income annuities only as longevity insurance, but this common view has become more and more inaccurate.
July 07, 2014
Don’t fall for this trapYour prospect has just said Tell me about your stuff. Instead of launching into a pitch about your offering, though, try telling a story.