Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Taxes and annuties: A bundle of strategies
By David PortInterested in helping your annuity clients keep more of their money from the tax man? Depending on how involved you'd like to be, here are three levels of strategic tax advice to make April a more pleasant experience.
February 07, 2011
New York: Explain Effects of Excess Annuity GMWB WithdrawalsNew York state insurers must warn users of annuity guaranteed minimum withdrawal benefits of the possible effects of excess withdrawals on future access to withdrawals.
February 07, 2011
The Hartford Tests iPads for Annuity Sales Force in Pilot ProgramThe Hartford Financial Services Group is conducting a pilot program using iPads for its annuity sales force.
February 01, 2011
It's evolution or extinction for annuity producersThe index annuity sales model for the last decade was to offer consumers the hope of earning a much higher return than they could get from CDs.
February 01, 2011
12 tactics to convert annuity leadsAre you having difficulty making the transition from leads to closes in your annuity sales? Consider ways to simplify and illustrate the products that will ease a prospect in the right direction.
January 31, 2011
It's evolution or extinction for annuity producersThe index annuity sales model for the last decade was to offer consumers the hope of earning a much higher return than they could get from CDs.
January 31, 2011
12 tactics to convert annuity leadsAre you having difficulty making the transition from leads to closes in your annuity sales? Consider ways to simplify and illustrate the products that will ease a prospect in the right direction.
January 27, 2011
Robert Fishbein to lead Committee of Annuity InsurersRobert Fishbein is the new chair of the Committee of Annuity Insurers.