Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How Merrill navigates the bizarro world of retirement
By Gil WeinreichThe firms director of investment analytics charts a holistic path toward dealing with the non-Euclidean world of investment decumulation
March 20, 2014
7 keys to power prospectingHave you overhauled your prospecting methods lately? Use these seven key elements to take your prospecting to the next level.
March 19, 2014
A dying mom’s requestHow does a terminally-ill, 40-year-old, single mom get money to her 10-year-old after her death?
March 19, 2014
IRS sheds light on longevity annuitiesThe IRS has issued a private letter ruling explaining the tax treatment of a so-called longevity annuity.
March 19, 2014
Lower taxes and the poorhouse paper millionaireTax expert and advisor Less Antman describes how trying too hard to minimize taxes can cost your clients in the end.
March 19, 2014
Down with elevator speeches!Everybody hates elevator speechesyou and your prospect. Instead, create an audio billboard to communicate your unique value proposition.
March 18, 2014
Lawsky fines Axa $20M for annuity changesAxa SAs U.S. unit was fined $20 million by the New York Department of Financial Services.