Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Keeping up with the annuity ‘Joneses’
By Stan HaithcockAgents, FMOs and the annuity industry need to change their current herd mentality.
July 09, 2013
Spotlight on annuity suitabilityNew regulations mean that carriers and advisors need to follow a documented process to ensure they are selling suitable products to clients.
July 09, 2013
401(k) outperforms pension in EBRI studyThe EBRI finds that VE 401(k) plans actually posted higher outcome advantages over DB options.
July 09, 2013
New bill would shift DOL fiduciary oversightSen. Orrin Hatch introduced a bill to shift oversight of the fiduciary standard in retirement products to the Treasury.
July 09, 2013
6 benefits of the tandem client visitIn business, as in paragliding, two is sometimes better than one.
July 09, 2013
The DIP Program: How to gain control of your businessTo manage your staff well, you don't have to become an administrator. You just need to add a single item to your daily agenda.
July 09, 2013
Ill. lawmakers continue hunt for pension fixCommittee members reported minor progress Monday in negotiations over the states nearly $100 billion pension crisis.
July 09, 2013
13 ways to get lucky with an awardReceived an honor for your work? Heres how to make it work for you.