Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
20 stats about selling to boomers [infographic]
By Daniel Williams, Mary ShaubHow are advisors successfully selling to this unique market? Three hundred and fifty of your peers weighed in.
April 16, 2014
How to treat tough clients, part 1Suffering from a bad case of difficult client? You need the right prescription. Here are three types of difficult client and the most effective cure.
April 15, 2014
What if Google or Amazon sold insurance?Buying life insurance from a dominant retailer is not a new concept. But will it work in today's highly regulated market?
April 15, 2014
Misperception of millennials skews advisors’ strategiesA panel at SIFMAs private wealth conference discusses whats on younger investors minds, and its not what many thought.
April 15, 2014
Which lane are you in?Some companies drive in the customer service lane, while others stick to the price lane. Do you know which lane your company should be in?
April 14, 2014
5 more retirement truths your boomer clients need to knowSome of them may surprise you.
April 14, 2014
4 ways to make Twitter your ownThe advantages of using Twitter to market your business are many. If you have yet to explore this platforms potential, here are some tips to get started.
April 13, 2014
The curiosity factorDo you know what your prospecting calls and emails are missing? Its the tug of curiosity. These subtle techniques can help you ignite the spark.