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Annuity Industry Pioneer Jerry Golden at Work on his Latest Venture

Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator and...

Francois Gadenne and the Formation of the Retirement Income Industry

Francois Gadenne is the Chairman and Executive Director of the Retirement Income Industry Association (RIIA).

Formed in 2006, RIIA is bringing together the leading minds and resources in the relatively young retirement income industry.  RIIA members include leading academics, banks, insurers, fund companies, financial...

NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors

NAPFA is the National Association of Personal Financial Advisors.

NAPFA membership consists of financial advisors who provide comprehensive...

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The Garrett Network's Fee-Only Approach Creates Natural Partnerships Between Clients and Financial Advisors

Sheryl Garrett is the founder of the Garrett Planning Network.

The Garrett Network consists of approximately 300 financial advisors who provide services on a fee-only basis and act as fiduciaries.

Read on to understand how and why the Garrett Network seeks to make objective, competent...

Sheryl Moore on Fixed Indexed Annuities and the SEC Proposed Rule 151A

The Securities and Exchange Commission’s (SEC) proposed Rule 151A would change the securities status of indexed annuities from fixed insurance products to registered, securities products.

The proposed rule would have a significant impact on their entire industry landscape.  SEC 151A would affect the way in which insurance companies develop...

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