What Bermuda's New Rules Really Mean, and 9 Other Burning Questions
By Allison BellPlanning for the unexpected could help life insurance and annuity market players better navigate 2024.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 21, 2023
'Twas the Day Before ChristmasA client arrives the day before Christmas Eve. What could they need from their financial advisor?
December 21, 2023
Why the DOL Hearings Generated More Heat Than LightMaybe the fiduciary definition proposal weakens the fiduciary concept.
December 20, 2023
5 Steps to Building a Growth-Focused Marketing BudgetHere are the ways to ensure that what you spend is intentionally aligned with priorities for 2024.
December 19, 2023
The Time to Buy a Fixed Indexed Annuity Is NowAn annuity distribution executive sees sunny weather ahead.
December 18, 2023
With AI Exploding, Here Are 3 Ways to Boost Your HumannessThe best response to ChatGPT, Bard and other artificial intelligence tools? Be more of what they're not.
December 14, 2023
Why the Annuity Industry Needs a Fiduciary StandardEliminating the systemic problems caused by commissions will unlock vast new pools of assets and attract new users.
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