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Annuities
When to expect a visit from your chief compliance officer
How often should CCOs pay a visit to branch offices?
Many Americans go broke in retirement, but many grow their wealth: Retirement Scan
Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.
Must-follow procedures when transferring variable annuities
Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.
Alphabet soup no more: Test yourself on these planning acronyms
The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.
Index
Stock market turbulence drives pullback in client risk tolerance
Return of volatility reverberates in asset allocations, denting wealth management business conditions.
Switching annuities may raise red flags with regulators
Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.
Structured annuities see gains in otherwise slumping market
Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.
Now's the time to make sure portfolios are ready for a downturn
While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.
3 reasons to claim Social Security early: Retirement Scan
Seniors looking to launch a business should consider collecting their retirement benefits early.
CE Quiz
Continuing Education credit — January 2018
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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