Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Guarantees gone wild
By David PortWho's busiest among the 10 employees at Partners Wealth Management, a financial advisory firm based in Naperville, Ill.? It very well could be the person charged with tracking all the new annuity features flooding the market. In fact, says
May 01, 2007
Making a regret-free financial decisionClassical economics says consumers are rational. Behavioral economics says consumers are normal, which is why dealing with prospects in a rational way doesn't always work. As an example, if a prospect should move money from a market-risk investment
April 30, 2007
Making a regret-free financial decisionClassical economics says consumers are rational. Behavioral economics says consumers are normal, which is why dealing with prospects in a rational way doesn't always work. As an example, if a prospect should move money from a market-risk investment
April 01, 2007
The Power and the PassionWhen you interview a bunch of industry leaders, chances are you are going to notice some distinct similarities in their personal attributes and philosophies about their industry - the types of characteristics that helped them reach such an elite
April 01, 2007
Treat clients like smart consumersIf a customer walks into my favorite fast food eatery, In-N-Out Burger, and says "I'm hungry," the counterperson would offer a hamburger with fries or a cheeseburger with fries. Problem solved. If the fast food eatery acted like the financial
March 31, 2007
The Power and the PassionWhen you interview a bunch of industry leaders, chances are you are going to notice some distinct similarities in their personal attributes and philosophies about their industry - the types of characteristics that helped them reach such an elite
March 31, 2007
Treat clients like smart consumersIf a customer walks into my favorite fast food eatery, In-N-Out Burger, and says "I'm hungry," the counterperson would offer a hamburger with fries or a cheeseburger with fries. Problem solved. If the fast food eatery acted like the financial
March 12, 2007
FA Issuer To Guarantee Rate During Surrender PeriodSymetra Life Insurance Company says a new feature will give fixed annuity holders more information about rates.Symetra, Bellevue, Wash., has introduced the Symetra Custom Fixed ...