A ‘Quantum Leap’ Into Retirement Research

Robert A. Kerzner, president and chief executive officer of LIMRA/LOMA, said the organizations would take a “quantum leap” into retirement research and data analysis...

Up Next  Des Moines Becoming Indexed Annuities Hub
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VA Products: Reading The Signals

The variable annuity sector saw 97 annuity product changes in first quarter 2013, according to new figures from Morningstar...

Harkin Day Has Passed, Now What?

Linda Koco , Contributing Editor

This was the effective date of suitability “tests,” or conditions, to use in determining whether certain fixed products, especially indexed annuities, will be exempt from federal securities regulation

Concept Guides Attract Boomers To Firm

Linda Koco , Contributing Editor

One way that James P. Ruth attracts baby boomers to his firm and the retirement services it offers is by providing a brief concept guide on immediate annuities...

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How to Talk To Anybody About Anything

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“Wow! I would really like to meet that person but I don’t know what to say!” From time to time, we see people we would like to befriend, cultivate or just meet. Some are easy. It gets difficult when there’s a wealth gap or when our motives seem obvious...

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Annuity Professional Insights

Provided by AnnuityNews.com Contributors

Resetting For Retirement With Annuity Strategies - Part 3 Of 3

In this final installment on re-setting for retirement with creative annuity strategies, let’s hone in on what “creative” really means in our industry...

Resetting For Retirement With Annuity Strategies-Part 2

In Part 1 of this series, which debuted in January, we reviewed how client needs have been evolving. Now, let’s hone in a bit closer on the delayed income annuity, for its potential merits to brokers

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Insurance News

LIMRA CEO: Americans Need Help With Finances

During his remarks to the to the advisory committee of the U.S. Treasury Department’s Federal Insurance Office (FIO), Robert Kerzner, president and chief executive officer of LIMRA, LOMA and LL Global, said Americans are not necessarily making wise decisions with regard to their financial security..

Harkin Day Has Passed, Now What?

This was the effective date of suitability “tests,” or conditions, to use in determining whether certain fixed products, especially indexed annuities, will be exempt from federal securities regulation...

More Insurance News »

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