Since the recent demise of the Securities and Exchange Commission’s Rule 151A, I have been receiving a slew of questions about the impact of this on the Financial Industry Regulatory Authority’s Notice to Members 05-50. A quick overview:
The National Association of Securities Dealers (now known as the Financial Industry Regulatory [...]
August 15, 2010
Forty-three indexed annuity carriers participated in the 52nd edition of AnnuitySpecs.com’s Indexed Sales & Market Report, representing 99% of indexed annuity production. Total second quarter sales were $8.3 billion, down 0.1% from the same period last year. As compared to the previous quarter, sales were up over 22.8%. [...]
Four in 10 U.S. Households with Children Would Have Immediate Trouble Paying Bills if the Primary Breadwinner Died Today
ARLINGTON, Va., and WINDSOR, Conn., Aug. 30, 2010 — Despite the fact that most American families have less to fall back on financially than when the economic downturn began , ownership of [...]
PDF for Setting it Straight with Forbes
ORIGINAL ARTICLE CAN BE FOUND AT: The Truth About Equity-Indexed Annuities
Dear Forbes Editor,
I recently had an article on your website forwarded to me, which is very misleading and inaccurate. “The Truth About Equity-Indexed Annuities,” by Mel Lindauer reflects poorly on Forbes because of the misinformation [...]
Senators put Iowa, country first
Willard Jenkins
Former state representative
WATERLOO – Thanks to Sens. Charles Grassley and Tom Harkin for their amendment to the recent financial reform bill – an amendment that was very important to Iowa and our insurance industry.
Their amendment blocked the Federal Securities and Exchange Commission from treating fixed [...]
Loading ...
I have worked with indexed life and indexed annuity products for a over a decade; administration, illustration, marketing, product management, sales- you name it. This experience, along with my relationships, has culminated to make me the industry's foremost authority on these insurance products, and your best resource on IAs and IUL.
Are you one of my clients and looking for a qualified professional for a job opening? Have a resume and looking for a job? Contact Us, and I’ll see what I can do to help.
215 SE Wildflower Court
Pleasant Hill, Iowa 50327
(515) 262-2623
