Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The No. 1 sales idea of 2014
By Vanessa De La RosaWith patience, perseverance and intuition, advisor Jim Tewalt leads every client to an "aha!" moment.
May 29, 2014
Advisors’ ETF Use Jumps, Annuity Use Slumps: FPAJust as advisors use of ETFs continues to rise, advisors are shying away from annuities, according to the FPAs 2014 Trends and Investing survey.
May 29, 2014
100 best sales & marketing ideas: 11-20Learn the secrets behind effective Social Security planning, a successful reverse close and planning an event clients actually want to attend.
May 28, 2014
Why you need to give your clients deadlinesThis is your best client management tool trust me.
May 28, 2014
3 tips for men to avoid poverty in their golden yearsTaking care of your physical and financial health go hand in hand.
May 28, 2014
100 best sales & marketing ideas: 21-30Holistic, anticipatory planning is the name of the game.
May 27, 2014
Berkowitz gains as AIG warrants quintuple in 31 months to recordAIG warrants set record, benefiting investors like Bruce Berkowitzs Fairholme Capital Management LLC, which held the securities for years.