Wednesday, January 25, 2017

Are annuities doomed in 2017?

Are annuities doomed in 2017?
By Sheryl J. Moore

(LifeHealthPro)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Expect New Software for Your Post-DOL Practice

By Dina Mestel, Sales Trainer

Now may be the perfect time to think about software technology and your business. There are many aspects of the Department of Labor fiduciary rule that are still unclear. However, one thing that is fairly certain is that demonstrating processes and documenting recommendations are going to be a key part of proving compliance with the rule.

Best Practices for Documenting the Sale

By James Morris, Suitability Specialist

The importance of creating and maintaining detailed client notes cannot be overstated. The financial services industry is highly regulated and often litigious. Financial professionals (FPs) must protect the customer and themselves by taking copious notes of every interaction they have with or about their clients.

Sen. Warren Questions Firms on Their DOL Fiduciary Prep Ahead of Possible Delay

Sen. Warren Questions Firms on Their DOL Fiduciary Prep Ahead of Possible Delay
By Melanie Waddell

(ThinkAdvisor)

Two possible routes Trump could take to delay DOL fiduciary rule

Two possible routes Trump could take to delay DOL fiduciary rule
By Greg Iacurci

(InvestmentNews)

Reserving Requirements, Premium Volume Top DOL’s IMO Exemptions

Reserving Requirements, Premium Volume Top DOL’s IMO Exemptions
By Cyril Tuohy

(InsuranceNewsNet)

Wednesday, January 18, 2017

Future Winners And Losers In Retirement Portfolios

Future Winners And Losers In Retirement Portfolios
By Cyril Tuohy

(InsuranceNewsNet)

A New Year’s Resolution You Can Keep



One of my favorite New Year’s rituals is arriving at the gym January 3rd and seeing all the new faces. People waiting in line for an open treadmill with excited optimism on their faces. It’s not until about March that the crowd dies down again and things are back to normal. How can we improve our commitment to a resolution? Well, you need a coach!
 

It doesn’t have to be an actual “coach” – it could be your beloved annuity or life marketer at Ann Arbor Annuity Exchange. Let’s lay out some New Year’s resolutions to build your business in 2017 and we can keep you driven and committed. I have a few ideas you may want to consider!

Predictions and Prognostications... Yeah, Right...

By Heath Waddington, Senior Vice President of Sales & Marketing

Typically we ring in the New Year with an attempt to sum up the year that has just ended and give our thoughts on what the coming year may bring. While the look back may be relatively easy, the look ahead is proving to be extremely difficult. The Department of Labor fiduciary rule will continue to be the biggest topic facing the industry this year, just as it was last year, and will make any of our predictions suspect at best, given that the ultimate fate of the rule is unknown as I write this.

DOL releases fresh fiduciary rule FAQ for investors

DOL releases fresh fiduciary rule FAQ for investors
By Melanie Waddell

(LifeHealthPro)

Wednesday, January 11, 2017

DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary Decision

DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary Decision
By Melanie Waddell

(ThinkAdvisor)

Interesting. Disruptive. #2WordsAAAE

Let’s play a game. Pick a word to sum up 2016 for our industry, then pick a different word to describe our industry in 2017. I’ll go first.

Office of Management and Budget reviewing proposed exemption under DOL fiduciary rule for some indexed annuity distributors

Office of Management and Budget reviewing proposed exemption under DOL fiduciary rule for some indexed annuity distributors
By Greg Iacurci

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

From the Desk of Van A. Lumbard

It is with mixed feelings that I formally announce to our valued producers that I will officially retire as President of Ann Arbor Annuity Exchange as of December 31, 2016, after 25 years in that role and over 47 years in the industry.

Lawmaker Introduces Bill to Delay Fiduciary Rule

Lawmaker Introduces Bill to Delay Fiduciary Rule
By John Hilton

(InsuranceNewsNet)

Wednesday, January 04, 2017

2017 will be year of change for retirement industry

2017 will be year of change for retirement industry
By Mary Beth Franklin

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

The biggest decision you make each day

The biggest decision you make each day
By Dan Waldschmidt

(LifeHealthPro)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Retirement Planner: Recent Social Security Claiming Changes

Retirement Planner: Recent Social Security Claiming Changes 
(Social Security Administration)

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AAAE does not give tax, legal, or Social Security benefits advice. Please encourage your clients to consult a tax advisor, attorney, or their local Social Security Administration (SSA) office. AAAE and its representatives are not affiliated with the US government or government agency.

AAAE 2016 Milestones, a Year in Review

2016 was marked by many notable happenings for our staff at Ann Arbor Annuity Exchange. Please join us in recognizing and celebrating all that 2016 brought them, both professionally and personally.