The Insured Retirement Institute released their State of the Industry report last month. The report offers insight into the overall annuity market for 2015 as well as a prediction that interest rates will rise above 3% this year. In Think Advisor’s article, “Fixed Indexed Annuities …
Peter Klein makes “The Case for Annuities” in a recent article for LifeHealthPro. He says that many of his clients regret not purchasing annuities sooner in their retirement, especially after losing so much money in 2008. They wish they had kept a portion of their …
Suitability guidelines are very important for annuity products. Those of us with good ethical standards need to make sure that the industry is treating consumers well. Two groups putting suitability standards into effect are FINRA and the NAIC. I just updated a blog post about …
Although FINRA isn’t pleased with their recent decision, advisors are happy that the regulatory agency is no longer trying to regulate them. According to Financial Planning’s “Advisors Cheer as FINRA Drops Bid to Regulate RIAs,” FINRA will no longer be campaigning to be the regulatory …
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