SEC Adopts New Disclosure Rules For Mutual Funds
By Steven BrostoffSEC Adopts New Disclosure Rules For Mutual FundsByWashington Mutual funds will have to disclose enhanced information on expenses, portfolio investments and performance under rules adopted ...
February 12, 2004
CRT Distributions: Now A Little Less TaxingCRT Distributions: Now A Little Less TaxingThe IRS recently updated the rules for characterizing distributions from charitable remainder trusts (CRTs). The updates were needed because ...
February 12, 2004
Why Equity Indexed Annuities WorkThe Way They DoEquity Indexed Annuities are here to stay. While they may seem complicated at first, they are really just annuities that credit money ...
February 12, 2004
Bad Boys In CyberspaceWe all know that insurance is a rather sedate industry. It seems the scandals and publicity that dog other industries (even related ones like finance) ...
February 12, 2004
The Dangers And Opportunities Of The New Split-Dollar RegulationsThe Dangers And Opportunities Of The New Split-Dollar RegulationsThe Chinese have a symbol, pronounced jitsui, which means both danger and opportunity.Jitsui is a perfect descriptor ...
February 12, 2004
Underwriting Stirs Up FeelingsMore than a few times, I have interviewed insurance professionals who cannot meet the health underwriting requirements of insurance products they themselves design and/or market.This ...
February 12, 2004
Inform The Annuity Agent When Bad Stuff Happens At An InsurerInform The Annuity Agent When Bad Stuff Happens At An InsurerByLike it or not, bad stuff happens, even to insurance companies.In the early 1990s, a ...
February 12, 2004
Incorporating Variable Annuity Features In Variable Universal LifeByVariable annuities and variable universal life insurance have many bona fide, substantive distinctions. But developers are exploring ways to incorporate features of one type of ...