Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The SEC tries punishments that fit the crime, for once
By Staff WriterThe SEC is taking another crack at fine-tuning its enforcement practices, but critics contend it wont have teeth.
March 11, 2013
Clients underestimate retirement income needsEven affluent Americans misjudge how much annual income they will need in their golden years.
March 11, 2013
Money for life with a fixed annuityA new breed of fixed annuity attempts to address consumers concerns about lifetime income needs, growth potential and flexibility.
March 11, 2013
The differences when selling to womenFinancial institutions should develop marketing tactics tailored to womens and couples' wealth needs, suggests a BMO financial panel.
March 11, 2013
3 strategies to help clients manage assetsYou can reduce taxes on your clients Social Security benefits by repositioning assets from taxable vehicles to an annuity product.
March 11, 2013
Illinois slams agent on indexed annuity salesThe agent is alleged to have steered seniors into indexed annuities that earned him high commissions but steep losses for clients.
March 11, 2013
Illinois slams agent on indexed annuity salesThe agent is alleged to have steered seniors into indexed annuities that earned him high commissions but steep losses for clients.
March 11, 2013
Tax FAQ: What tax rules govern dividends received before the annuity starting date?In most cases, these types of dividends are taxable to the extent that the cash value of the contract immediately before the payment exceeds the investment in the contract.