Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Why AUM fees still make (im)perfect sense
By Bob ClarkA flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on AUM is still the go-to model.
March 31, 2014
The best of everything... AprilThe tax man is here; Game of Thrones' new season premieres April 6; and Umano reads the news to you.
March 31, 2014
Are you a master of delegation?Delegating tasks to underlings can be a real timesaveror a time waster. Adequate communication is the key to successful delegation.
March 30, 2014
Crazy-busy prospects driving you crazy?Todays prospects are insanely busy; its a real struggle to get their attention. So when you do, get your message across quickly and simply.
March 29, 2014
You just gotta ask, part 1In sales, asking is just part of the deal. So get in a little practice by asking for some of these proven ice-breakers.
March 28, 2014
Aging myths and their impact on your practiceWhat myths do you encounter in your practice every day and which ones are not true?
March 28, 2014
Success factors for achieving your goalsIts not luck, chance or fate. If you take control of the factors that lead to success, the achievement of your goals will be practically inevitable.