Or select a specific catergory :
Archive :
-
Annuity sales leaderboard changes as more sales go indie
-
Independent agents and independent brokers have become a boon for annuity sales and are responsible for a growing proportion across the business.
-
-
Washington, Wyoming Finalize Best Interest Annuity Standards
-
Washington and Wyoming became the 35th and 36th states to sign off on changes mandating a best interest standard for annuity sales and recommendations that were modeled from a 2020 template by the National Association of Insurance Commissioners.
-
-
2022 saw an annuity explosion: Limra
-
Total annuity sales surged to $310.6 billion last year, a 22% spike from 2021 results and 17% above the record set in 2008
-
-
We Went to a Steak Dinner Annuity Pitch The Salesman Wasn't Pleased
-
I had long wanted to attend one of these steak dinners, and if you are in or near retirement, or sort the mail of people who are, you might be curious about them as well. Such dinners have been a cause for concern.
-
-
Variable Annuity Replacements In Finra's Crosshairs
-
A new report by Finra on its 2022 exam findings shows a significant number of product switches have not been in customers’ best interests.
-
-
Why XYPN Is Petitioning The SEC To Implement Title Reform Under Section 208
-
There is a fundamental difference between hiring an advisor, and hiring a salesperson.
-
-
Outline - IYM Week 2 - Annuities & Mutual Funds - Peter Kote - Fall 2021
-
“Annuities & Mutual Funds” Presentation by Peter Kote for the Fall 2021 workshop series
-
-
Outline - IYM Week 2 - Annuities & Mutual Funds - Travis McShane - Fall 2021
-
“Annuities & Mutual Funds” Presentation by Travis McShane for the Fall 2021 workshop series
-
-
Fidelity Funds - A Deeper Look at the Performance
-
As fund investing keeps growing in popularity with American families, so has the fortunes of one of the industry’s biggest players.
-
-
Outline - IYM Week 2 - Annuities & Mutual Funds - Paul Horn - Fall 2021
-
“Annuities & Mutual Funds” Presentation by Paul Horn for the Fall 2021 workshop series
-