Equity-indexed annuities generally give a lower return – Dallas Morning News
I sold an equity-indexed annuity to a doctor in August 1996. He put $470,000 into a contract linked to the S&P 500. His annuity value in August 2008 was $940,000, a 6 percent annual return. Had he invested in the index directly, his return over the
Web Site Combats Annuity Sales Abuses – ElderLawAnswers.com
An article in the Wall Street Journal in 2002 described a training session at “Annuity University,” which billed itself as the “nation’’s first and foremost Annuity Sales Training School.” Included in training session advice on how to sell annuities
Before you get reverse mortgage, do research – Richmond Times-Dispatch
WASHINGTON If you, your relatives or friends are contemplating applying for a reverse mortgage in 2010, check out the new guidelines proposed this month by the federal regulatory agencies for financial institutions. Though aimed at banks and credit
Get smart with money books – Reuters
WASHINGTON (Reuters) – There are some really good personal finance books on the shelves these days — volumes that can help you manage your money better, earn more on your investments, or plan a good retirement. But those books are surrounded by
Planned giving gets new life – Pittsburgh Post-Gazette
Trusts and annuities can include insurance policies, real estate, or securities. A selling point of planned gifts, said Mr They’re making an investment, whether it’s new brochures, new people or contracting with other outside professional
What you really need to do your taxes – MSN Money
This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you’ve gathered throughout the year. How many times have you asked yourself, “Have I got EVERYTHING to
Taking stock of stockbrokers – Memphis Business Journal
Meanwhile, he’s seen more of his counterparts move to a more full-service sales model, offering any number of products and services such a bonds, annuities, life insurance Whether it’s a buying or selling market, though, there’s work to be
Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission
AIG trying to distance itself from its past – InvestmentNews
suspicions and gain traction in the variable AIG Annuity Insurance Co. to Western National Life Insurance Co. was a contributing factor in its success in the bank channel. The company was the channel’s top seller of fixed annuities during
Equity-indexed annuities generally give a lower return – Dallas Morning News
I sold an equity-indexed annuity to a doctor in August 1996. He put $470,000 into a contract linked to the S&P 500. His annuity value in August 2008 was $940,000, a 6 percent annual return. Had he invested in the index directly, his return over the
Web Site Combats Annuity Sales Abuses – ElderLawAnswers.com
An article in the Wall Street Journal in 2002 described a training session at “Annuity University,” which billed itself as the “nation’’s first and foremost Annuity Sales Training School.” Included in training session advice on how to sell annuities
Before you get reverse mortgage, do research – Richmond Times-Dispatch
WASHINGTON If you, your relatives or friends are contemplating applying for a reverse mortgage in 2010, check out the new guidelines proposed this month by the federal regulatory agencies for financial institutions. Though aimed at banks and credit
Get smart with money books – Reuters
WASHINGTON (Reuters) – There are some really good personal finance books on the shelves these days — volumes that can help you manage your money better, earn more on your investments, or plan a good retirement. But those books are surrounded by
Planned giving gets new life – Pittsburgh Post-Gazette
Trusts and annuities can include insurance policies, real estate, or securities. A selling point of planned gifts, said Mr They’re making an investment, whether it’s new brochures, new people or contracting with other outside professional
What you really need to do your taxes – MSN Money
This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you’ve gathered throughout the year. How many times have you asked yourself, “Have I got EVERYTHING to
Taking stock of stockbrokers – Memphis Business Journal
Meanwhile, he’s seen more of his counterparts move to a more full-service sales model, offering any number of products and services such a bonds, annuities, life insurance Whether it’s a buying or selling market, though, there’s work to be
Beware “Living Trust” Scams – ElderLawAnswers.com
Around this time of year, unscrupulous companies step up their efforts to market costly living trusts to older Americans — arrangements that may actually undermine the buyer’s economic security. According to the AARP , the Federal Trade Commission
AIG trying to distance itself from its past – InvestmentNews
suspicions and gain traction in the variable AIG Annuity Insurance Co. to Western National Life Insurance Co. was a contributing factor in its success in the bank channel. The company was the channel’s top seller of fixed annuities during