Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The fall of the face-to-face client meeting
By Emily ZulzVirtual meetings are becoming the more common choice of advisors and clients.
June 30, 2014
Variable Annuities a Top Source of Customer Complaints: FINRAFINRA says it is "very focused" on VAs, particularly on more complex ones that have caps and buffers to manage market risk.
June 30, 2014
Create your future as an advisorIf youre unhappy with your life, you can continue to tread the path youre on. Or you can decide to create the future you long for.
June 29, 2014
Don’t be stupid with prospectsYou will only annoy prospects if you waste their time asking questions for which you should already have the answers. So do your homework.
June 28, 2014
How’s your sales pitch?How do prospects react to your pitch? Do they say How interesting! Please tell me more! If not, maybe you need a new approach.
June 27, 2014
Make your questions fit your productsI suggest your planning process always begin with the same basic question: How do you plan to use this money?
June 27, 2014
Evaluating deferred income annuitiesAs the number of available DIAs grows, the competition is heating up and insurers are introducing a broader range of contract features.
June 27, 2014
Evaluating deferred income annuitiesAs the number of available DIAs grows, the competition is heating up and insurers are introducing a broader range of contract features.