Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
It’s Friday. Do You Know Where Your Retirement Plan Is?
By Maria WoodSometimes, short-term planning gets in the way of your clients long-term goals, like a secure retirement.
April 13, 2012
Broker Fined and Suspended for Equity Indexed Annuities and Whole Life Outside Business Activities (Forbes)Broker continued outside equity indexed annuity sales even after receiving warning to stop.
April 13, 2012
Annuity Postcards Are Deceptive, State CFO Says (Sun Sentinel)Marketing firm responsible for solicitations trying to generate business for its third-party insurance and investment salespeople clients.
April 13, 2012
Aviva Memo to AgentsIn response to a report in the Financial Times that Aviva was considering selling its U.S. division, Chris Littlefield, president and CEO of Aviva USA, sent a memo to company agents dated April 12 addressing the report about a possible sale. Here is a copy of the letter...
April 13, 2012
Corporate Insight: More than 90% of Insurance, Annuity Providers Use Social MediaAmong the insurance and annuity providers tracked, 92% use social media, the report finds. Facebook is the most popular social media tool with every firm maintaining at least one page on the site and many firms offering "multiple pages."
April 13, 2012
Is Aviva USA for Sale?A statement by chief executive Andrew Moss to investors indicating that he is open to considering offers for the division set off a wave of speculation.
April 12, 2012
SunAmerica Reshapes Its Distribution ChannelsAIGs SunAmerica Financial Group unit is reorganizing to consolidate and expand its distribution channels.
April 12, 2012
Retirement Portfolio Recovery Leaves Investors BehindAlthough their portfolios have recovered from the recession, clients are still shell-shocked.