Top 10`s
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Top 10 equity-indexed annuities sold by banks advisors
We teamed with Jeremy Alexander of Evanston, Ill.-based Beacon Research to bring readers the top 10 equity-indexed annuities (or fixed-indexed annuities if you prefer) sold by advisors in the bank channel.
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Top 10 financial planning technology platforms
If your idea of cutting-edge financial planning software is an Excel spreadsheet with formulas and macros, you probably still have a rotary phone and rabbit ear antennas. Longevity, new products, tax efficiency and a more sophisticated clientele means comprehensive planning software is more critical than ever to a bank advisor's success.
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Top 10 Leading Writers of Life Insurance by Direct Premiums
We once again quote Scott Stathis, Managing Director of KEHRER-LIMRA, from this month's feature, "The Meaning of Life (Insurance)."