insurance products

• 

  Warning on VAs to Advisors: Be Afraid. Be Very Afraid.

  By Gil Weinreich, AdvisorOne  |  December 10, 2012

  Glenn Daily, insurance expert and variable annuity dissenter, says the complexity of these products’ guaranteed benefits is beyond most advisors’ ability to assess.

• 

  Sales Capacity Is Leading Growth Challenge for Advisors

  By Danielle Andrus, AdvisorOne  |  November 15, 2012

  One of the main challenges facing advisors is sales capacity, a report by LIMRA and McKinsey & Co. found.

• 

  Internet vs. Agent: Study on VAs Shows Changes in Consumer Research

  By Danielle Andrus, AdvisorOne  |  October 12, 2012

  Nearly two-thirds of consumers looking for information about annuities turned to the Internet, a LIMRA study released Wednesday found.

• 

  Top 5 Annuity Trends to Watch in 2012 and 2013

  By Christopher Raham, Gerry Murtagh  |  October 2, 2012

  As the annuity industry deals with unprecedented challenges, advisors must keep abreast of product changes to help their clients make prudent decisions.

• 

  2012 Broker-Dealers of the Year; Top Wealth Managers: September Investment Advisor—Slideshow

  By Editorial Staff  |  August 21, 2012

  September is our annual broker-dealer issue and includes the 22nd annual Broker-Dealers of the Year contest.

• 

  Life Partners: Grow Your Practice With an Insurance Partner

  By Kevin Kimbrough  |  August 21, 2012

  Between the ongoing market volatility and the rapid evolution in insurance products, it’s easy to see why many financial advisors aren’t talking to their clients about life insurance.

• A Seasoned Guide for Uncertain Times

  By Jane Wollman Rusoff  |  June 27, 2012

  Allen D. Rutledge is a financial advisor for our uncertain times: the struggling economy, the high market volatility, the European debt crisis—everything holding back the post-global financial meltdown’s comeback.

• 

  Five Facets of a Secure Retirement

  By Peng Chen  |  May 22, 2012

  There are two primary risks typical investors face in managing their retirement portfolios.

• 

  Tame Risk for a More Rewarding Retirement

  By David Stone  |  March 26, 2012

  A tidal wave of baby boomers is rolling into retirement and about 76 million people—roughly 10,000 a day—will turn 65 over the next two decades.

• 

  New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2012

  This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.