Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The ROI of social media
By Amy McIlwainIf its the long term youre interested in, youve got to develop relationships that will pay dividends down the line. Enter social media.
May 09, 2014
The evolution of customer serviceCustomer service is changingrapidly. If you dont adapt to the new reality, you could go the way of the dinosaurs.
May 08, 2014
The 3 major sins of sales managementThe key to growth is to put the right people in the right places.
May 08, 2014
An onboarding system that results in immediate referralsYou should receive the most referrals during the first six months of the business relationship.
May 08, 2014
Why your clients fire youIt's nearly always about not meeting a client's expectations, but how do you know what they are?
May 08, 2014
Paulson sees substantial upside for Genworth if firm splitsBillionaire hedge fund investor John Paulson said Genworth Financial Inc. shares will probably rally as the company divests a stake in an Australian unit.
May 08, 2014
Charging AUM fees does not conflict with financial planningIn what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.
May 08, 2014
As clients age, stock up on stocksAt IMCA, Michael Kitces discusses value of rising equity glide path.