Your Practice
News & Analysis
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Variable annuities getting more variable
IRI panelists: Change was a constant in the variable annuity world in 2012.
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Advisors find retirement income planning a challenge
Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging.
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West Virginia files 69 unclaimed property suits
Different from those in other states, the suits demand payment of penalties and punitive interest.
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Lawyers: RI client truthful when he pleaded guilty
The fraud case involves the use of variable annuities and so-called “death put” bonds that would pay out when a...
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House chairman sees IRS errors as part of pattern
A top House Republican charges that the IRS's tougher scrutiny of conservative groups seems part of a broader pattern of...
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House bill to require SEC, DOL fiduciary collaboration
SEC Chairwoman White noted the DOL would “ultimately make its own independent decision” regarding its fiduciary rule.
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Features
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100 best sales & marketing ideas: 11 tech tips
How effective is your website, really? Do you have the ideal balance of high-tech and...
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Assessing FATCA's impact on the insurance industry
While many provisions of the final regulations’ simplified or clarified the impact on insurers, certain...
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100 best sales & marketing ideas: 11 client appreciation tips
Boost client loyalty and overcome every prospect objection with these top-of-the-line client appreciation tips.
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Blogs
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What my mother taught me about health care
I could report and write about health care all day long — which, oh yea,...
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What’s the most creative marketing technique ever?
Consumers recently chimed in to tell us what have been the most creative marketing techniques...
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Lobbyists: Don't forget about the fiduciary standard
Industry lobbying efforts remain strong on the tax treatment of life insurance issue, but what...
- View All Your Practice Blogs
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Brokerage More »
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Do you nurture prospects or just pester them?
Find ways to be valuable to prospects before you sell.
- 11 signs your deal is dead in the water
- Q1 is done. How’d you do?
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Practice Management More »
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Advisors find retirement income planning a challenge
Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging.
- Make your Friday count
- Plan for today, tomorrow and the future
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Regulatory More »
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Assessing FATCA's impact on the insurance industry
While many provisions of the final regulations’ simplified or clarified the impact on insurers, certain provisions have ultimately complicated or raised additional questions on FATCA's...
- What my mother taught me about health care
- Lobbyists: Don't forget about the fiduciary standard
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Sales & Marketing More »
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100 best sales & marketing ideas: 11 tech tips
How effective is your website, really? Do you have the ideal balance of high-tech and high-touch? Our experts can tell you.
- Variable annuities getting more variable
- 100 best sales & marketing ideas: 11 client appreciation tips
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Social Media More »







