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FREE Article: Making Dough in the Senior Market
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In this Issue: Cover Story

The power listThe power list
By John Sullivan

The credit crisis, turbulent markets, retiring boomers, technology, skyrocketing oil prices, new products, an election year. Changes are afoot in the bank channel; some good, some bad -- all exciting.

Past Issue Cover Stories:

May: Carolyn Paul's best laid (wealth management) plan
Mar: Mark Newman's high-net-worth wisdom
Jan: Get big with small business
Nov: Facing down the meltdown
Sep: Lone Star
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  •   A variable boom in the bank channel, By John Sullivan
  •   Morningstar's top 10 largest variable annuity contracts, By BAM Staff
  •   The separate account sweet spot, By David Port
  •   Low-cost ideas for organic growth, By Vanessa Drucker
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    Join the Discussion

    Posted: Aug 27, 2008
    Board: Annuities
    Re: The fixed annuity: Back to basics
    The index annuity not equity index annuity
    Continue Reading This Post
    Posted: Aug 26, 2008
    Board: Annuities
    Re: Tell me why you sell EIAs vs. Variable Annuities
    pal1soup is right on. Many clients emotionally cannot handle seeing their statement with a stiff market correction like they get in VA's.
    Also if a market is declining they will have access to more $...
    Continue Reading This Post
    Posted: Aug 25, 2008
    Board: Annuities
    Re: California ponders restricting annuity sales
    The responsibility for 'suitability' is two-fold. The insurance company (issuer) must provide meaningful forms, including the appropriate questions (age-related). My suggestion is that those forms n...
    Continue Reading This Post
    Posted: Aug 22, 2008
    Board: Annuities
    Re: Tell me why you sell EIAs vs. Variable Annuities
    Thanks for the reply! Anyone else?
    Continue Reading This Post
    Posted: Aug 22, 2008
    Board: Annuities
    Re: What the SEC's proposed Rule 151A means for producers
    While having read only the last two strings, I would like to make a stark correction to Mr. same3lid's post.
    1. You are blogging irresponsibly without having the facts. There is not a single Index...
    Continue Reading This Post

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