We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!


media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us


Close [x]

Archive for November 2012


  • Industry Articles (12,087)
  • Industry Conferences (2)
  • Industry Job Openings (16)
  • Negative Media (124)
  • Positive Media (73)
  • Sheryl's Articles (467)
  • Sheryl's Blogs (143)
  • Wink's Articles (182)
  • Wink's Blogs (142)
  • Wink's Press Releases (71)
  • Blog Archives

  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • Third Quarter 2012 Indexed Insurance Sales

    {November 16th, 2012} by Sheryl J. Moore

    Indexed Annuity AnnuitySpecs.com’s Indexed Sales & Market Report, 3rd Quarter 2012 shows third quarter 2012 indexed annuity sales were $8723 million compared with sales of $8719 million for the previous quarter. Third quarter sales were up 0.04% when compared with the previous quarter and up 0.24% when compared with the same period one year ago. […]

    Apollo Said to Be in Lead to Buy Aviva U.S. Life Unit

    {November 14th, 2012} by Zachary R. Mider, Cristina Alesci, and Kevin Crowley

    By Zachary R. Mider, Cristina Alesci and Kevin Crowley – Nov 14, 2012 12:12 PM CT Apollo Global Management LLC (APO) is in the lead to buy Aviva Plc (AV/)’s U.S. life insurance and annuities unit, positioning the buyout firm to beat Philip Falcone’sHarbinger Group Inc. (HRG), said people with knowledge of the matter. Apollo […]

    AIG Brand Returns to American International Group's Property/Casualty, Life/Retirement Businesses

    {November 13th, 2012} by Jeff Jeffrey

    Best’s News Service – November 12, 2012 03:29 PM AIG Brand Returns to American International Group’s Property/Casualty, Life/Retirement Businesses NEW YORK – American International Group Inc. has renamed several of its businesses, returning to the AIG brand it had attempted to distance itself from after its rescue package during the financial crisis of 2008. The […]

    ING Moves Toward Planned Break-Up as US Unit Files SEC Statement on Proposed IPO

    {November 13th, 2012} by David Pilla

    Best’s News Service – November 12, 2012 03:06 PM ING Moves Toward Planned Break-Up as US Unit Files SEC Statement on Proposed IPO AMSTERDAM – Netherlands-based ING Group NV took a step toward its planned break-up as its U.S. investment, retirement and insurance business filed a registration statement with the U.S. Securities and Exchange Commission […]

    AIG completes rebranding

    {November 13th, 2012} by Arthur D. Postal

    By Arthur D. Postal November 12, 2012 • American International Group (AIG) has now completed the rebranding for its life and property and casualty segments. Under the rebranding, AIG life products’ group will be known as AIG Life and Retirement. And, as part of the rebrand, AIG has also introduced a new brand promise: “Bring […]

    ING Moves Toward Planned Break-Up As US Unit Files SEC Statement

    {November 13th, 2012} by David Pilla

    David   Pilla Netherlands-based ING Group NVtook a step toward its planned break-up as its U.S. investment, retirement and insurance business filed a registration statement with the U.S. Securities and Exchange Commissionregarding a proposed initial public offering of common stock. In the Form S-1 filing, ING U.S. Inc. said it serves about 13 million individual […]

    Imeriti, Inc. Announces Name Change and Appointments of New Executives

    {November 13th, 2012} by N/A

    San Diego, CA – November 12, 2012 – Imeriti, Inc. announced today that the board of directors has approved a resolution, which authorized changing the name of the company to Imeriti Financial Network (IFN) and appointing new executive positions. Mr. Nathan Zuidema has been appointed President/Chief Operating Officer, Mr. Ed Prewitt has been appointed President […]

    A.M. Best Downgrades Issuer Credit Ratings of Aviva Life and Annuity Company and Its Subsidiary

    {November 5th, 2012} by N/A

    Published: October 31, 2012 OLDWICK, N.J. — A.M. Best Co. has downgraded the issuer credit ratings (ICR) to “a” from “a+” and affirmed the financial strength rating (FSR) of A (Excellent) of Aviva Life and Annuity Company (ALAC) (West Des Moines, IA) and its wholly owned subsidiary, Aviva Life and Annuity Company of New York […]

    How can the industry recruit more annuity salespeople?

    {November 5th, 2012} by Sheryl J. Moore

    Can we ‘captivate’ our independent agent distribution?   October 22, 2012 A “dinosaur business.” That is how one life insurance company conducting business via the Internet refers to life and annuity agents that sell face-to-face. I would disagree, since the reference sounds so…negative, offensive, and so wrong. However, they are not far from the truth. […]

    NAFA Recognizes Lifetime Achievement of Fixed Annuity Industry Leader – Wendy Waugaman

    {November 5th, 2012} by W. Scott Hinds

    Milwaukee, WI – November 1, 2012 – Wendy Waugaman, the late President & CEO of American Equity Investment Life Holding Company, was announced as the inaugural recipient of the National Association for Fixed Annuities’ (NAFA) lifetime achievement award. NAFA’s Insurance Marketing Advisory Council’s (IMAC) presented the Bo Johnson Spirit Award for Lifetime Achievement at its […]

    Workers Saving Less Than 5 Percent For Retirement

    {November 5th, 2012} by N/A

    WINDSOR, Conn., Oct. 31, 2012 — A new LIMRA study reveals that two-thirds of middle-income ($40,000-$99,999) American workers are saving less than five percent of their annual income for retirement – with nearly a quarter saving nothing at all. (see chart) “These results, while not surprising, are very troubling,” said Matthew Drinkwater, associate managing director, […]

    Trial In Attemped Murder-For-Life Insurance Case Underway

    {November 5th, 2012} by Kenneth Hart

    By Kenneth   Hart, The Daily Independent, Ashland, Ky. Oct. 31–CATLETTSBURG — Jurors in the Thomas Biederman trial on Tuesday heard a tape-recorded conversation between Biederman and one of the scam operators who had been bilking his father-in-law, and who Biederman told authorities he believed might be responsible for the July 28, 2011, car bombing […]

    Hartford to buy out clients as McGee confronts annuity risk

    {November 5th, 2012} by N/A

    Bloomberg News Published 7:48 p.m., Friday, November 2, 2012 Hartford Financial Services Group Inc. is offering to pay some clients to give up retirement products as Chief Executive Officer Liam McGee works to reduce risks tied to stock market declines and free up capital. Holders of some variable annuities, which guarantee payouts, would be offered […]

    Jackson ® Named Variable Annuity Firm with the Strongest Personal Connection with Advisors and Prospects

    {November 5th, 2012} by N/A

    Published: November 2, 2012 Cogent Research Advisor Touchpoints™ 2012 report ranked Jackson number one in connecting with advisors and prospects, and in internal and external wholesaler activity LANSING, Mich. — Jackson National Life Insurance Company® (Jackson), a leading provider of retirement solutions with assets of $129.9 billion, was named the variable annuity (VA) firm with […]

    MetLife's $1.6 Billion Annuity Charge Linked to Regulatory Concern

    {November 5th, 2012} by Leslie Scism

    11/01/2012| 10:37am US/Eastern    By Leslie Scism MetLife Inc. (>> Metlife Inc) said its $1.6 billion “impairment” charge to reduce the value of annuity operations recorded on its balance sheet stems partly from probes by New York and other state regulators into whether insurers are potentially masking their financial health through dealings with related companies. […]

    Watch your indexed annuity business ‘boom’

    {November 5th, 2012} by Philip Rousseaux

    Part two of a three-part series By Philip Rousseaux October 26, 2012 The largest, wealthiest, and perhaps most influential body of Americans are currently retiring, and they are doing so in droves. The baby boomer generation, traditionally defined as those who were born between 1946 and 1964, make up the largest portion of working Americans. […]

    Nearly half of boomers failing to maximize Social Security benefits

    {November 5th, 2012} by Warren S. Hersch

    By Warren S. Hersch October 31, 2012 Individuals are failing to maximize their Social Security retirement benefits, according to a new report. BMO Retirement Institute, a unit of BMO Financial Group, published this finding in an October 2012 survey of boomers eligible for Social Security. BMO Retirement Institute conducts research on financial strategies for individuals […]

    How to boost your brand with community service

    {November 5th, 2012} by Jim Brogan

    By Jim Brogan October 26, 2012 How many people in your community know who you are and what you do? If they hear the name of your business, what is the brand they associate with it? Is your brand any different than any other financial advisor in town? Click here to read more…

    Top 25 Online Resources for Financial Professionals

    {November 5th, 2012} by AnnuityThinkTank

    18 September 2012 Today, the internet plays a role in the lives of almost every American. From checking your emails on a smart phone, to watching funny Youtube videos, to buying and trading stocks, all the way to completing college courses online…the digital presence in our lives is on a fast moving train with no […]

    Top 25 Online Resources for Financial Professionals

    {November 5th, 2012} by AnnuityThinkTank

    PRWeb – Wed, Sep 19, 2012 Early adopters of digital marketing and technology in the financial services industry compiled a “Top 25” list of online resources available to financial professionals. The Annuity Think Tank, with the help of their readers and viewers, published this “Top 25” list to provide a reference guide of online content […]

    Insurers Shed Annuity Assets

    {November 5th, 2012} by Leslie Schism

    By LESLIE SCISM Fixed annuities, investments sold by life insurers to generations of conservative savers, have become hot properties to some of Wall Street’s most-sophisticated money managers. Entities controlled by hedge funds, private-equity groups and other investment managers—including Apollo Global Management, Harbinger Capital Partners and Guggenheim Partners—have been snapping up annuity businesses with assets totaling […]