Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How to explain annuity surrender charges to avoid complaints
By John L. Olsen, CLU, ChFC, AEPDont gloss over these charges in your presentation. Help your client understand them.
August 21, 2013
Interest Rate Hike Would Catch Most Americans Off GuardEdward Jones, which expects rates to rise over the long term, recently discovered that most investors dont understand how this will affect their portfolios.
August 21, 2013
Planning your own personal incentive tripIf organized the right way, a "me only" excursion can be a great branding opportunity for you and your firm.
August 21, 2013
Planning your own personal incentive tripIf organized the right way, a "me only" excursion can be a great branding opportunity for you and your firm.
August 19, 2013
Top 20 Companies for Annuity Sales: Q2Indexed annuities remain a bright spot in an otherwise struggling industry.
August 19, 2013
Annuity sales tick up in Q2Deferred income and indexed annuities show strength, while Jackson National takes the top spot among sellers again.
August 19, 2013
Annuity sales tick up in Q2Deferred income and indexed annuities show strength, while Jackson National takes the top spot among sellers again.
August 19, 2013
How to Build Your Own Solution to Long-Term Care Insurance ScarcityHybrid annuity products that combine the estate and income planning features of an annuity with the protection of LTC insurance are becoming increasingly popular.