Annuity trends: 2015 and beyond
By Adam CufrA look at the recent past will pay big dividends as we look to the future of the annuity market.
November 06, 2014
You want to match clients with the right annuity?Given the variety of annuities available, its not surprising if clients need guidance in matching the right product to their needs.
October 22, 2014
Big Reg Charge Slashes LPL’s Q3 Earnings ForecastOne analyst says LPL's "inability to guide effectively on expenses," particularly regulatory ones, is a "recurring problem."
October 20, 2014
Safety net for variable, deferred annuitiesA strategy has emerged to allow clients to reap the benefits of both market participation and income guarantees.
October 20, 2014
A tough stretch for variable annuitiesAccording to LIMRA Secure Retirement Institute, VA sales fell 5 percent in 2014s second quarter, totaling $36.2 billion.
October 14, 2014
LPL to Pay More Than $500,000 Over Annuity Surrender ChargesLPL Financial agreed Tuesday to pay $541,058 to seniors in Massachusetts for failing to properly disclose surrender charges these clients paid when switching VAs.
October 13, 2014
Retirement Safety Net Combines Variable and Deferred Income AnnuitiesClients can reap the benefitsat a better price pointof market participation and income guarantees by combining a variable annuity with a deferred income annuity.
October 06, 2014
John Hancock to refund $550,000 for "unsuitable" salesThe settlement with Massachusetts Attorney General Martha Coakley also requires Hancock to make 145 additional refund and penalty waiver offers to consumers.