Social responsibility and consumer loyalty
By Staff Writer70% - Percentage of boomers who feel a responsibility to "make the world a better place." 57% - Percentage of boomers who try to...
May 27, 2008
Welcome to Market Conduct & SuitabilityWelcome to the first edition of Market Conduct & Suitability, our new enewsletter designed to provide you with the tools and information you need to "do the right thing" in your practice. As a subscriber to Senior Market Advisor's
May 27, 2008
Indexed annuities sales slump in first quarterWith gas prices rising and the economy grinding down, it's no surprise that indexed annuity sales were down as well during the first quarter. According to the latest Advantage Index Sales & Market Report, the sale of indexed annuities
May 23, 2008
Social Security$1,079: Average monthly income from Social Security. 49,865: Total number of beneficiaries for Old-Age, Survivors, and Disability Insurance. 28%: Percentage of SSI recipients who are 65 or older; 15 percent are under 18. 2.5 million: Approxima
May 23, 2008
Social Security$1,079: Average monthly income from Social Security. 49,865: Total number of beneficiaries for Old-Age, Survivors, and Disability Insurance. 28%: Percentage of SSI recipients who are 65 or older; 15 percent are under 18. 2.5 million: Approxima
May 23, 2008
Competition for fixed annuitiesIn addition to competition from variable products, fixed annuities are also facing competition from other areas such as target-date or life-cycle funds which offer saving features while automatically providing asset allocation and rebalancing based
May 22, 2008
Reverse mortgage mythsThe bank takes the house or the borrower can lose the house. With a reverse mortgage, the borrower retains title to the home throughout the life of the reverse mortgage. The borrower cannot, as a result of the reverse mortgage, be forced out
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