The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a final wake-up call.

Until April 6, most Britons bought annuities with their DC savings. Now they can do as they wish with those ‘pension pots.’ BlackRock and AllianceBernstein see opportunity.

RIJ spoke with annuity manufacturers and distributors about their strategies for selling qualified longevity annuity contracts, which are deferred income annuities for IRA money. The favorite, but not unanimous, strategy is to emphasize reductions in RMDs.

The 'Tax-Free Ninja' is Eric Estrada, a marketer at a Houston-based insurance wholesaler. He's one of the young, social-media savvy entrepreneurs who are enthusiastic about the potential for selling Qualifying Longevity Annuity Contracts (QLACs).