A number of financial services trade groups were quick to give their responses to the Department of Labor’s fiduciary rule. Here is a sampling.
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By Jason Frain As Americans continue to live longer and financial markets remain unpredictable, many retirees and preretirees are deeply…
We’ve all heard stories of world-class athletes who earned a fortune during their careers but ended up broke. How does
Don’t treat the youngest ones like juniors, but don’t call the oldest ones seniors…
If your client is thinking about changing legal residency from a high-tax state to one that levies lower taxes, there
Many workers believe their employers could go further in the diversity of voluntary benefits offered in the workplace…
Analysts say the Department of Labor rule will have its heaviest impact on the variable annuity market.
Where fixed index annuities are concerned, the independent producer sales channel has almost reached a saturation point, according to a
Some observers say Actuarial Guideline 49 will install some long-overdue corrections to what they describe as questionable behavior.
Life insurance can provide a way to transfer family assets from one generation to another without running afoul of the
We all have a superpower. But how will the rest of the world ever know what it is if you
The real battle over the Department of Labor’s fiduciary rule might be just getting started…
Everyone has an inspirational story of what keeps them going. I’ll tell you mine if you tell me yours.
Two types of fixed annuities, immediate and deferred, can be positioned for clients depending on their retirement planning goals.
Spring brings an opportunity for you to help your clients take stock of their benefits offerings and evaluate how ancillary insurance products could help their employees protect what matters most to them.
Loss of income coverage can make the difference between your client’s business continuing in the aftermath of a disaster or shutting down.
The quality of your prospects will determine the growth of your practice.
Annuties in the Post DOL world
In this Annuity Awareness Month, awareness is pivoting toward the Department of Labor’s fiduciary rule, which will affect at least…
Engage your clients in a tax discussion by making it personal, yet comfortable
Some tips to build stronger client contacts in the coming year.
