The Wealth Channel, produced by American College, asked Editor-in-Chief Steven A. Morelli to discuss the impact of a case in which an agent was convicted of theft for selling an annuity…
Tell them and they will buy, according to a study that showed that when advisors tell pre-retirees about income annuities, at least 30 percent said they were likely to purchase one…
Advisors can make a living by serving the retirement income needs of the middle market,if they focus on the right segment and use the right strategies…
Speaking at the annual Retirement Income Conference, Prudential CEO stressed that retirement entails many complexities and that industry advisors and providers need to factor those complexities into their planning and solutions…
Large broker-dealers and wirehouses are tuning into income annuities, to the point that they are asking for support and information about the products, according to CANNEX…
Rather than getting excited about getting 50,000 likes on the corporate website, carriers should be focusing on getting their agents to post local content and getting people to “like” it…
Older clients may find variable annuities to be an appropriate tool to achieve their retirement goals because of the assurance many of them offer…
In order to prepare your clients for what’s to come, there are three tactics to take in order to help them feel confident and find solutions to meet goals…
Agents who still engage in the “old style” of selling, where they talk only to the husband and totally ignore the wife when both are present, may want to reconsider their approach…
Life industry needs to nurture green shoots of growth, LIMRA CEO Bob Kerzner tells Life Insurance Conference on Tuesday…
Insurers are starting to make cognitive impairment testing a part of the underwriting process for larger life insurance cases…
For investment advisors, managing the performance expectations of clients can be more challenging than actually managing their investment portfolios…
Those making over $250,000 a year have become the target of discussion where potential tax increases are concerned…
There are many technology startups everywhere that require insurance policies – tap into that opportunity by offering your risk management services to them…
Jon Goldman reveals his “magic formula” that helps maintain balance between working in your business and working on your business…
Talking finances with friends can be complicated – learn what to say in three unique scenarios…
Two numbers bear mentioning when trying to understand the special challenges that the affluent face with regard to Social Security being a viable portion of their future retirement income: $110,100, and $2,513…
The federal endorsement will increase opportunities for advisors – but they may also come to view their annuity bedfellow with a guarded eye…
One of the most important things a potential employee looks for, aside from salary, is what the company is offering in insurance programs and retirement planning…
