Life And Annuity Disclosure Bill Signed Into Law

California Gov. Jerry Brown has signed into law a bill requiring new disclosure language for immediate annuities commonly sold to seniors, language that is already required in the sale of deferred annuities...

Up Next  1Q Annuity Sales Up 13% Over Prior Year
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Social Security Claiming Strategies: Only One Piece of the Puzzle

Helping clients determine when and how to best claim benefits is valuable, but it’s only a part of a larger, more complex problem


Guaranteed Lifetime Income Benefits - Part 3: What's Guaranteed?
Most Guaranteed Lifetime Income Benefits are fully guaranteed, others not so much; does your client understand what they have?

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The New Age Of Annuity Sales: Connecting With A Younger Demographic

The annuity purchaser demographic is changing. What was previously thought of as an investment strategy for retirees is now making a foothold with a younger group of investors — a group that understan

IAs As An Alternative To Bonds

The indexed annuity with guaranteed minimum income benefits rider could be a safer alternative to bonds in your client’s retirement portfolio...

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Taking A Stab At HSA Growth Projections

Why health savings accounts have the potential to generate significant assets...

Plan To Simplify 2015 Health Care Renewals Could Backfire

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