Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Life Industry Trade Groups Fire Back at Obama
By Arthur D. PostalLife insurance industry trade groups are urging the Obama administration to withdraw budget proposals that would impose new tax on life insurers.
February 14, 2012
Stand-Alone Living Benefits: Guaranteeing Lifetime Income Without an AnnuityIf your client wants guaranteed income in retirement, SALB may be the answer. But there are some limitations.
February 14, 2012
New York Life Plans Recruitment PushAfter a successful recruitment effort in 2011 and data showing a strong demand for help in managing finances, the company is looking to expand even further and it is not just hitting college job fairs.
February 13, 2012
Stand-Alone Living Benefits: Guaranteeing Lifetime Income without an Annuity (AdvisorOne)Guaranteed lifetime income is increasingly important for retirees in a post-pension world. But the primary vehicle for guaranteed benefits annuities can be a hard sell for many investors.
February 13, 2012
Obama Calls for Tax Hikes on Life InsurersObama budget would impact estate tax, COLI and general accounts, but analysts see little likelihood that the President's proposal will see the light of day.
February 13, 2012
Ohio National Reports Record-Breaking Life SalesSales and earnings for Ohio National Financial Services reached new highs in 2011, the company disclosed in its year-end financial results. Ohio National, Cincinnati, reported a record-breaking $118.8 million of new annual premium for individual life insurance, up 4.7% from 2010.
February 13, 2012
A perfect storm for indexed annuitiesWith volatility roiling the markets, indexed annuities can offer the asset protection clients want, along with the returns theyll need.
February 13, 2012
Advisors: Don’t Overlook the Singles MarketAs Valentines Day approaches, what better time to add value to your client relationships beyond just their money or insurance needs?