Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
SEC busts variable annuity scam targeting terminally ill
By Melanie WaddellTwo brokers, an advisory firm and several others conducted an elaborate death benefits scam, a regulator says.
March 14, 2014
Novant suit highlights steep retirement plan feesA retired doctor and six others are alleging Novants plan saw a more than 10-fold increase in fees over three years and contains costly investment choices.
March 14, 2014
Senate panel tackles retirement crisisExperts on retirement testified before the Senate Committee on Banking, Housing & Urban Affairs to address whether the middle class can afford to retire.
March 14, 2014
Levine on Wall Street: Strategic shifts and yet more SAC chargesEver wondered what HFT (high frequency trading) is doing to the stock market or how it shapes the prices your competitors charge?
March 14, 2014
Put referrals on your agendaLet your clients know ahead of time that you plan to bring up the subject, so they wont be surprised. That way, theyll have time to think it through.
March 13, 2014
Indexed annuity sales hit $11.5 billion in Q4 2013Indexed annuity sales rose 15 percent from the previous quarter and grew 35 percent compared to the same period a year ago.
March 13, 2014
3 marketing secrets from Whole Foods, Apple and StarbucksThe best sales teams know how to turn their customers into marketers.
March 13, 2014
Build a better e-newsletterWhen it comes to speed, cost and efficacy, its hard to beat e-marketing. But dont just spam your prospects; give them something to think about.