Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Do people love you?
By Paul McCordJeb Blounts book reveals your product or service from your prospects point of viewand stresses the importance of your customer experience.
March 25, 2014
Variable Annuity Sales to Hit $22 Billion by 2018: CerulliAnnuities tied Roth IRAs as the most unsolicited product requests made by investors to their advisors, Cerulli says.
March 25, 2014
Hands off the “quit switch”Success requires dedication and a commitment to see it through to the end. To make it to the top, you must resist the temptation to give up.
March 24, 2014
Is your practice marketable?Even the smartest and best advisors would be completely ineffective without a client.
March 24, 2014
To grow RIA business, add retirement plan serviceFidelity launched a program to help advisors build an actionable growth plan through retirement services.
March 24, 2014
Marketing to women?Stock images of women can be heavily stereotyped. Use them and your female prospects may conclude youre totally clueless.
March 23, 2014
Prospects suffering from PTRSD?Your dream clients are likely suffering from PTRSD (Post-Traumatic Recessionary Stress Disorder). What they need is someone they can trust.
March 22, 2014
Jolt your prospectsBefore you can even hope to make a sale, you must first capture your prospects attention. Switch things up to make your message stand out.