Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
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By Van MuellerYour prospects and clients may not know about the most important benefit you provide.
January 27, 2012
BofA CEO Moynihan Rebuts Morgan’s Gorman Over PayIn a direct rebuttal to Morgan Stanley CEO James Gorman's opinion that workers upset about pay and bonuses should leave, Bank of America CEO Brian Moynihan said that talks to cut employees' pay are 'honest and open' and that he doesn't share Gorman's opinion.
January 26, 2012
How to Fix the Middle Class BluesRecent studies show the middle class optimism about the economy is at its lowest since 1992. As advisors, what can be done to overcome the pessimism?
January 26, 2012
CDAs Under Scrutiny: What Happens if They Fail, Regulators WonderWhile the industry presses forward with selling contingent deferred annuities, regulators wonder if the products would or should be open to guaranty fund coverage if they were to implode.
January 26, 2012
Retirement Income Scorecard First Quarter 2012: Immediate Annuities (Money Watch)How much retirement income can one generate with $100,000 to invest? Steve Vernon looks at immediate annuities as one of three ways to generate retirement income from retirement savings.
January 26, 2012
Insurers Shares Drop on Interest Rate WorriesInsurance stocks dipped after news of continued low interest rates, which make it harder for insurers to pay consumers the higher rates guaranteed in contracts for products such as annuities and universal life policies.
January 26, 2012
Insurers Shares Drop on Interest Rate WorriesInsurance stocks dipped after news of continued low interest rates, which make it harder for insurers to pay consumers the higher rates guaranteed in contracts for products such as annuities and universal life policies.
January 26, 2012
The Biggest IRA MistakeAn IRA or an annuity owned inside an IRA may not automatically roll over to a surviving spouse.