Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuities and taxes, Pt. 1: Contract payments
By Tax Facts OnlineWhat general rules govern the income taxation of payments received under annuity contracts?
March 06, 2013
Annuities and Taxes, Pt. 2: Variable Immediate Annuity PaymentsThe Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.
March 05, 2013
Annuities and Taxes, Pt. 1: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and what general rules govern the income taxation of payments received under annuity contracts.
March 05, 2013
Evaluating the cost of new client acquisitionIts time to reevaluate how many resources your marketing campaign is truly consuming.
March 05, 2013
What is your purpose?Its only natural to want to build the biggest and best practice. But will that give your life meaning?
March 05, 2013
5 tips on 'meeting the retirement challenge'Big hurdle: Forty percent of people say they do not know anything about annuities or understand how they work.
March 05, 2013
Annuity agents: Get your securities licenseRecent actions in three states point to the necessity of having a Series 65 license if an agent wants to sell fixed indexed annuities.