Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
2007 Senior Survey
By Brian AndersonSenior Market Advisor polled more than 300 seniors age 60 and older on a variety of financial, retirement and lifestyle issues. Read this article to gain valuable insight to financial advisors who specialize in working with seniors.
June 25, 2007
NASD Official Praises NAVA Standards EffortsThe combined New York Stock Exchange and National Association of Securities Dealers regulatory body will try to avoid startling financial services companies, a NASD official ...
June 25, 2007
NASD Official Praises NAVA Standards EffortsThe combined New York Stock Exchange and National Association of Securities Dealers regulatory body will try to avoid startling financial services companies, a NASD official ...
June 25, 2007
IRS Publishes CLAT SamplesThe Internal Revenue Service has released two batches of guidance of interest to advisors in the charitable planning market.The new revenue procedure documents provide annotated ...
June 25, 2007
IRS Publishes CLAT SamplesThe Internal Revenue Service has released two batches of guidance of interest to advisors in the charitable planning market.The new revenue procedure documents provide annotated ...
June 25, 2007
Sun Life To Distribute Sentinel Fraud Detection ServicesAn insurer has agreed to promote a vendor that analyzes medical stop-loss program claims.The Wellesley Hills, Mass.-based U.S. arm of Sun Life Financial Inc., Toronto, ...
June 25, 2007
Sun Life To Distribute Sentinel Fraud Detection ServicesAn insurer has agreed to promote a vendor that analyzes medical stop-loss program claims.The Wellesley Hills, Mass.-based U.S. arm of Sun Life Financial Inc., Toronto, ...
June 24, 2007
Limitations On Selling Annuities To Seniors Insults SeniorsTwo concepts are in play today that almost seem incompatible.One is the growing trend to impose heightened "suitability" requirements before deferred annuities can be sold ...