Do the new regulations out of the Empire State herald the future for sellers of annuities and life insurance?
Amid a flurry of activity at XYPN, Michael Kitces explains how Schwab's own moves in turn boosted AdvicePay and why AI is (mostly) useless for advisors.
What policy owners are actually buying isn’t always necessarily what they think.
Annuity Suitability Working Group hopes to complete revisions in the coming months in time for the NAIC's Fall 2019 National Meeting in Austin, Texas.
Other states may follow its lead.
What policy owners are actually buying isn't always necessarily what they think.
The long-awaited expansion involves a feature called Guidance Desk, currently in development.