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On the Road to STP: October 2008

October 2008 - Electronic signing of electronic documents produces a truly 'paper-free' STP process, which will reduce errors, compress process time, and assure a transparent, expeditious, and error-free outcome.

On the Road to STP

September 2008 - Developed by IBM and NAVA, the STP Reference Model provides a framework for implementing the NAVA STP Standards by annuity distributors and insurance carriers.

Online Communities Are No Longer Just Kids' Stuff

August 2008 - As the responsibility for financial planning increasingly falls on the individual, the Internet is helping people educate themselves about their savings.

Think Big, Start Small, Scale Fast'

August 2008 - Several big financial services companies have created in-house retirement task forces, but few have made a more aggressive or concerted effort in that direction than Lincoln Financial Group.

On the Road to STP - July 2008

July 2008 -

Safety, Liquidity and Upside Potential

July 2008 - A 156-year-old private club located near the corner of Fifth Avenue and 60th Street in Manhattan that last May was the site of a one-day symposium on structured products hosted by Financial Research Corp.

A Lesson in 'RIPS'

July 2008 - Lots of progress has clearly been made toward the development of effective payout planning software. But evidently there's still a long way to go.

On the Road to STP

May 2008 - Last March, 32 members of the NASA-FSI working group met in Dallas to agree on an STP process for independent broker/dealers and to plan their next activity.

Online Tools To Assist With Opening Annuity Accounts

January 2008 - Earlier this year, Corporate Insight released a white paper chronicling the trials advisers face during the annuity account-opening process. Naturally,...

New Report Competes with VARDS

December 2007 - Morningstar's VARDS online variable annuity tracking and product information reports face new competition. Advanced Sales Corp. of Oakbrook Terrace, Ill.,...

Wealth2k Focuses on Retirement Income

December 2007 - Within the retirement income subculture, David Macchia seems to show up almost everywhere these days. Macchia's financial services multi-media content...

Mutiny Against Morningstar

December 2007 - Over the past summer, rumors surfaced that major participants in the annuity industry-carriers and broker/dealers-were dissatisfied with Morningstar's...

Retirement Websites Missing the Mark

November 2007 - Websites of financial services companies offering retirement information are often more frustrating than helpful to consumers, according to a study by...

'Securities Insurance' Prompts Debate

November 2007 - BOSTON-Of all the retirement income ideas presented at NAVA's annual meeting in September, none created more buzz than 'securities insurance,' a patent-pending...