Banking On Annuity FeesFeb 20, 2008,By Christina Mucciolo For the first time ever, bank holding companies (BHC) were required by the federal government to report annuity fees and commissions—and it turns out Wachovia earned more than any other BHC.... Guaranteed—For LifeFeb 1, 2007,By Alan Lavine Variable-annuity sales are booming the National Association for Variable Annuities (NAVA) estimates they will surpass $150 billion for 2006, up 33 percent versus the previous year.... The Defensive SaleSep 1, 2006,By Janet Arrowood What happens if you make an unsuitable variable-annuity sale, or simply fail to dot all your i's and cross all your t's in implementing the sale? That depends... Getting Real With NumbersJul 1, 2006,By Kevin McKinley Simple ways to calculate true savings and investing records for education, retirement, and life insurance... In Search of GuaranteesJul 1, 2006,By Janet Arrowood Clients are turning to whole and universal life insurance policies to lock in benefits... Premium OptionJun 1, 2006,By Kevin McKinley Advisors with clients that are interested in life insurance can offer a choice other than the usual term or permanent policies... Door OpenerJun 1, 2006,By Janet Arrowood Sometimes it's the little things that matter. Sherry Hoffman, owner of the Hoffman Agency, a multiline agency in Ballston Spa, N.Y., uses auto insurance as her ticket to IRA rollovers.... Addition by DivisionMay 1, 2006,By Janet Arrowood Providing clients going through a divorce with the right insurance can put spouses in a better frame of mind and business in an advisor's book... Looking At Long-Term CareMay 1, 2006,Halah Touryalai For advisors who haven't considered long-term care insurance for their clients, now might be a good time to take a look. ... Scary StoryApr 1, 2006,By Janet Arrowood Advisors need to pay closer attention to their errors and omissions insurance than they generally do, or risk suffering the consequences... The Four Win StrategyFeb 1, 2006,By Janet Arrowood A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients... The Clash of Perception and RealityNov 1, 2005,By Janet Arrowood One of the largest inhibitors of insurance sales is a perception gap between clients and advisors. The gap is highlighted in the findings of two separate... Insurance and the Generation GapOct 1, 2005,By Matt Barthel Those searching for evidence of the brokerage industry's progress towards true wealth management need look no further than registered reps' evolving attitudes... The Advisor's Safety Net: LTC InsuranceOct 1, 2005,By Janet Arrowood As the baby boomer generation slouches toward retirement age, advisors who serve them are in an increasingly precarious position. One problem is that... Play Time Is Over for CitizensOct 1, 2005,John Churchill Citizens Financial Group is punishing its brokerage force for targeting elderly bank customers in the sale of its high-risk variable annuities. How? By... Ducking the VA StormOct 1, 2005,By Kristen French Can the folks who market variable annuities and have gotten slammed by regulators for how they line their pockets in the process force the industry that... Calling in a SpecialistSep 1, 2005,By Janet C. Arrowood The story of insurance sales in the brokerage industry is one of untapped potential. According to a recent survey by Registered Rep. and The Hartford... The Trouble With AnnuitiesSep 1, 2005,BY CHRIS O'LEARY For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients... VA Sales Keepin' OnSep 1, 2005,Kristen French Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered. In fact, they... The Great Insurance RaceAug 1, 2005,By Janet Arrowood Those who have trouble getting excited by insurance products should note the following: A recent study by LIMRA International, a Windsor, Conn.-based... An Advisor's Guide to Long-Term CareAug 1, 2005,By Stephen D. Gresham and Glen E. Gresham, M.D. There is one thing that can be deadly medicine to the financial health of even well-prepared clients: long-term care. This year, the number of men and... Annuity AlternativesJan 1, 2005,By Robert S. Bernstein It's a rare event indeed when an IRS ruling is cause for celebration, but such was the case in April when the tax-meisters made some alternative deferred-compensation... The Rep's Ugly FriendOct 1, 2004,By Will Leitch A Morgan Stanley advisor sat at his desk a few months ago, reviewing his professional life. During the late 90s boom, he had been trading millions of... A Fitting ProblemSep 1, 2004,By Namita Devidayal THE QUESTION WHAT NEXT? is an expression of exasperation but also one of hope as if so much has already happened that it can't possibly get worse. With... The Great HandoffJan 1, 2004,By Tracy Byrnes The Scottish poet George MacDonald wrote, Age is not all decay; it is the ripening, the swelling of the fresh life within, and financial advisors familiar... Life Insurance and the Well Rounded RepJan 1, 2004,By Tracy Byrnes It's an unfortunate fact of life that a worthwhile goal usually requires copious sacrifice. You can't be a pro football player, for instance, without... Why You Should Care About Long-Term-Care InsuranceDec 1, 2003,By Kevin McKinley Consumer Reports recently released a study that concluded, for most people, long-term-care insurance is too risky and too expensive. True as this may... The Newest Headache: AnnuitiesOct 1, 2003,By Michael O'D Moore Picture this: An older woman with a limited investment horizon her nest egg in a diversified portfolio, but at his advisor's urging, he agrees to move... Annuities: Who Are They Right For?Oct 1, 2003,By Michael F. Greco, CFP If you believe their critics, annuities are a big ripoff financial vehicles that are flogged by financial advisors merely for their high commissions.... Finding the Right Insurance PartnerJun 1, 2003,By Carol X. Vinzant To find a good match for both you and your clients, you must do your homework.... Insurance and the Well-Rounded RepJun 1, 2003,By Ann Carol X. Vinzant Securities firms have good reasons for wanting their reps to sell insurance, but some stockbrokers dismiss it outright. It is beneath you, too complicated or simply not worth the risk?... Brokers vs. Life Insurance ProducersJun 1, 2003,By Andre Cappon and Guy Manuel In the converging financial services business, reps have a big edge over insurance producers. They make more, have better clients--and are pushed harder by management.... Not So Easy RidersOct 1, 2002,By Pamela J. Black The past few years of roiling, tumbling markets have struck fear in the hearts of many investors and sent some searching for a port gold, CDs, guaranteed... The Pros and Cons of AnnuitiesOct 1, 2002,By Pamela J. Black Unlike their parents, baby boomers can't count on employer-sponsored pensions to support upon retirement. Boomers will have to come up with another way... |
Current Issue A FALSE SENSE OF SECURITYMay 1, 2008 Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed... advertisement
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