Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Medicaid planning & SPIAs
By Russell E. Towers, J.D., CLU, ChFCA short term period certain only single premium immediate annuity can assist some clients qualify for Medicaid benefits while protecting asset values for heirs.
April 22, 2013
3 LIMRA takeaways—Bourbon Street editionDeath, insurance and thoughts on economic and emotional recovery are just a few of the things seen and overhead at LIMRAs annual life insurance conference.
April 22, 2013
Compliance oversight lacking at insurance companiesOnly 10 percent graded their companys system at the top end of the spectrum for compliance management and supervision.
April 22, 2013
What Advisors Don’t Know About Variable Annuities: Market Conditions and VAsIn part four of our series, we look at how market conditions affect variable annuities. VAs may appear, on paper, to be a win-win, but the reality is more nuanced.
April 22, 2013
Mercer U.S. Pension Buyout Index held steady in first quarterThe aggregate funded status of pension plans sponsored by S&P 1500 companies increased to an estimated 82 percent as of March 31, their highest level in more than a year.
April 22, 2013
9 ways to track down those Internet leadsMake the Internet your lead-generating machine.
April 20, 2013
5 sales lessons I have learnedLesson 1: To really succeed in sales, you need to get out there.