Annuities

Annuity sales >>

Steve Savant
Life insurance as an income product — you can’t set it and forget it
Article posted by Steve Savant
You’d think in the name of full disclosure, we would caution consumers at the point of sale about the dangers of mismanaging the policy and the dire consequences of surrendering or allowing the policy to lapse.

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Fixed annuities >>

INERTIA / ASG
The power of the Pension Protection Act
Article posted by Mike Padawer
Many annuity owners now realize they may need to use those assets to cover long-term care expenses during retirement. Simply put, since the original goal for these annuities has changed over time, it may be time to consider leveraging the power of The Pension Protection Act of 2006 (PPA).

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Indexed annuities >>

kschilling
Advisor, agent, product peddler
Article posted by Karl Schilling
As a life and health agent, you will soon have a very difficult decision. And for many this will be a career ending decision.

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Variable annuities >>

Roccy Defrancesco
Why smart beta is stupid
Article posted by Roccy DeFrancesco
I don’t like smart beta because it doesn’t cure the flaw with any indexing strategy. What flaw is that? Investment risk!

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Annuity regulation >>

Mike Anthony
Tug-of-war between lawyers and financial advisors escalates
Article posted by Mike Anthony, JD, CMP™
There’s always been a tug-of-war between legal providers and financial services. But lately, it seems that both sides are adding muscle to the fight. Recent rulings in Pennsylvania and Florida push these issues to the extreme.

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