Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
CRMs When? Why? How?
By Staff WriterIndiana financial planner Craig Dunn says his client relationship management system "brings organization out of chaos." Minneapolis financial adviser Tiffany Brynteson says CRM "is our life." CRMs are Web- or software-based tools for organizing and
May 01, 2006
Carriers Continue Income Planning WarThe Social Security Trustees today helped promote U.S. life insurers' new annuity guarantee products.The trustees released a new report predicting that the Social Security trust ...
May 01, 2006
Carriers Continue Income Planning WarThe Social Security Trustees today helped promote U.S. life insurers' new annuity guarantee products.The trustees released a new report predicting that the Social Security trust ...
April 30, 2006
Use your computer to sell more"It was the best of times, it was the worst of times." If you wanted to know where that quote came from, you could go online to your favorite search engine, type it in and instantly see that was from Charles Dickens' "A Tale of Two Cities." But how
April 30, 2006
A call for coachesEveryone seems to have a coach these days, no matter the level of accomplishment. Even the greatest of the greats have one. Just look at Tiger Woods, who, despite his record-breaking number of championships, still considers swing coach Hank Haney a
April 30, 2006
Building the trusted advisorWhen he started in the sales profession a couple decades ago, Bill Bachrach was part of the paradigm of the time - selling products to clients and then looking for more clients. He decided something was missing. When he realized trust was the
April 30, 2006
CRMs When? Why? How?Indiana financial planner Craig Dunn says his client relationship management system "brings organization out of chaos." Minneapolis financial adviser Tiffany Brynteson says CRM "is our life." CRMs are Web- or software-based tools for organizing and
April 27, 2006
ACLI Withholds Support For VA DraftBY JIM CONNOLLYAn industry group says it cannot support a proposed actuarial guideline for variable annuities in its current form.The actuarial guideline, known as VA-CARVM, ...