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Reliance Standard Life Selects iPipeline AFFIRM for Annuities to Automate Advisor and Agent Selling Process

Order-Entry Solution Provides Customized Workflows and Reviews to Support FINRA, SEC and State Compliance iPipeline® – a leading provider of cloud-based software solutions ...
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Brookstone Capital Management Surpasses $1 Billion in Assets Under Management

WHEATON, IL – June 20, 2014 – Brookstone Capital Management (BCM) announced that it has recently surpassed $1 billion in assets under management (AUM). Founded in 2006, ...
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Decumulation: The Wrong Name for Retirement Income Planning

The twin goals in retirement income planning are usually said to be ONE: preparing for any desired bequests when a retiree dies and TWO: producing the maximum income for ...
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501(c)(3) Tax-Exempt Status Granted to the Society for Annuity Facts and Education (SAFE), Inc.

Washington, DC (April 9, 2014) – The Society for Annuity Facts and Education, Inc. (SAFE) is proud to announce it has been granted tax-exempt status as a charitable organization ...
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NAFA Member Insights on Industry Challenges & Solutions

In 2013, NAFA celebrated its 15th anniversary, and we do believe that the next 15 years will be both an exciting and a challenging time for all. Here at NAFA our greatest ...
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Top Year-End Sales Tips to Serve and Grow Your Business

The end of the year can be a great opportunity to touch base with your clients and jointly reflect on their retirement goals, determine if they are satisfied with their ...
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Fixing the Fractured Financial Foundations of Americans

Industry Commentary By Harry Stout We all read and hear the daily reports of the perilous state of the financial affairs of most Americans. After two decades of offshore ...
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Tax Treatment of Income From an Annuity

Factors to Consider When Selecting a Product to Support a Retirement Income Plan By Jim Dobler One significant benefit of purchasing an annuity is the favorable tax treatment ...
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The Top 4 Benefits of Using Life Insurance in Retirement Planning

  Article by David A. Littell and C.W. Copeland Getting clients focused directly on their need for life insurance is often difficult. Life insurance sales are often ...
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Annuity Abbey Part 3: The Conclusion

Our story thus far: Retirees John & Mary Swanson, having seen their bank interest income plummet over the last few years, decided to attend an annuity seminar. After ...