Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
5 things advisors can learn from the Oscars
By Robert SofiaWhether you're an occasional moviegoer or an impassioned film buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice.
March 12, 2014
Variable annuities still weigh on 3 U.S. life insurersAccording to a report by Moodys Investor Service, variable annuities continue to negatively impact the balance sheets of the three largest variable annuity writers.
March 12, 2014
Oops! What to do when you mess upMistakes are inevitable, but losing out on your deal is not. Facing an error head-on can give you at fighting chance at recovery.
March 11, 2014
The 21st century agent’s guide to selling life insuranceThese are the six metrics you need to know to sell successfully.
March 11, 2014
Annuities and taxes, pt. 3: fixed annuity payments & beneficiary paymentsAre you up to speed on taxation of annuity payments to beneficiaries or do you need to brush up on your annuity and tax education?
March 11, 2014
Annuities and taxes, pt. 3: fixed annuity payments & beneficiary paymentsAre you up to speed on taxation of annuity payments to beneficiaries or do you need to brush up on your annuity and tax education?
March 11, 2014
Compliance and clients' best interests: a lesson for the agesClients arent expected to understand compliance because they dont hold or maintain insurance licenses. Agents, however, must keep compliance in the forefront of their business.
March 11, 2014
Buffett’s Omaha shows pension tapeworm eating funds: Muni creditOmaha is a prime example of what Buffett, the 83-year-old chairman of Berkshire Hathaway Inc., described this month as a tapeworm threatening government finances.