Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Projection bias shapes risk tolerance
By Jack MarrionFinancial counselors ask new clients about their risk tolerance. The client responds by saying he is risk-averse or a risk-taker or somewhere in between. However, the amount of risk a person will take is not set in stone; it fluctuates over time. In
June 30, 2006
Senior Survey 2006We provide the questions, they provide the answers and you reap the benefits. Click here to download the pdf.
June 30, 2006
Projection bias shapes risk toleranceFinancial counselors ask new clients about their risk tolerance. The client responds by saying he is risk-averse or a risk-taker or somewhere in between. However, the amount of risk a person will take is not set in stone; it fluctuates over time. In
June 30, 2006
Marketing by the letterThe Diversity Training Group in Herndon, Va., provides consulting and training to companies large and small to help them hire a diverse work force, serve a diverse customer base, and market to diverse and emerging markets. Coca-Cola and NASA are
June 30, 2006
Big fish in a small pondQuick. Find Jackson, Calif., on a map. Can't locate it? That's fine with Ron Roberts, an advisor who has carved himself a niche out of northern California's lightly populated, rural Amador County, a part of California where a
June 30, 2006
Roll with the changesBad press and declining inflow rates continue to hamper certain segments of the annuity industry. The National Association for Variable Annuities recently reported a 50 percent decrease in variable annuity net flows in 2005, and Notice 05-50 caused
June 28, 2006
NASD Releases New Draft Of Proposed VA Sales RulesThe National Association of Securities Dealers has come out with a third attempt to set sales practice standards and supervisory requirements for transactions involving deferred ...
June 28, 2006
NASD Releases New Draft Of Proposed VA Sales RulesThe National Association of Securities Dealers has come out with a third attempt to set sales practice standards and supervisory requirements for transactions involving deferred ...