Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fied Immediate Annuities Selling Well In Some Channels
By Jeremy AlexanderOverall sales seem slow, but there are pockets of high activitySales of fixed immediate annuities have not increased significantly from 2003 through the first ...
September 28, 2005
Standards Group Puts Forms OnlineThe Association for Cooperative Operations Research and Development has posted 105 standard life and annuity forms on its Web site in the PDF format.[@@]ACORD, ...
September 28, 2005
Ta Advisory Panel Proposals Hit Inside Buildup HardProposals being advanced by a presidential advisory panel would come down hard on insurance products with tax-free inside buildup.In one proposal, the tax-free inside ...
September 28, 2005
Solving Value Disconnect With Variable AnnuitiesVAs today may do exactly what clients really need, want and appreciateThere is, it seems, a growing disconnect between many of us in financial ...
September 28, 2005
Pointers On Using Annuities For Spendthrift ProtectionWhen parents transfer assets to their children, the parents sometimes use "spendthrift protection" strategies to protect the transferred assets from the children's possible spendthrift ...
September 28, 2005
Annuities Under Fire: Are The Attacks Deserved?Annuities--whether fixed, variable or equity indexed--have been the hot products sold by the life insurance industry for nearly two decades. Their sales far eclipse ...
September 28, 2005
Shining A Light On Annuity Death BenefitsClients--and advisors--need to understand how these benefits workDeath benefits are not the reason clients buy annuities, say industry leaders. Besides, many annuities terminate by ...
September 28, 2005
Inde Annuity Reintroductions: The Innovation ContinuesIn a market with nearly 250 different products, index annuity carriers are vying for the agent's business. They're doing their best to give a ...