Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
100 best sales & marketing ideas: 61-70
By Nichole MorfordSend a thank you gift clients really appreciate. Pique curiosity in a cold call. And always, always plan your questions in advance.
May 21, 2014
Why partnering with an RIA makes a great marketing storyAre your resources capable of getting your clients to their desired destination or is it time to get creative?
May 21, 2014
100 best sales & marketing ideas: 71-80How the right fact-finder, the right elevator pitch and the right marketing plan can turn you into a sales superstar.
May 20, 2014
100 best sales & marketing ideas: 81-90A sales lesson from ZipCar, how to communicate during a crisis, and why YouTube can help you close more sales.
May 19, 2014
FINRA trade-surveillance system will be curbedFINRA, Wall Streets self-regulator, is changing the design of a trading-surveillance system that has drawn opposition from brokers.
May 19, 2014
Advisor barred for hiding astrology-based investment strategyAmong recent enforcement actions, the SEC barred an investment advisor who failed to tell his clients that he used astrology to determine his investment strategy.
May 19, 2014
Annuities as an RMD AnswerCombining a fixed income annuity product with an IRA can help solve, and simplify, a clients required minimum distribution compliance.
May 19, 2014
How to add real estate to IRAsThough it's not the easiest investing process, advisors can help clients avoid the common pitfalls, experts say.