Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Wall Street sees the light
By Jack MarrionWall Street is looking at index annuities because they failed to kill them.
December 29, 2011
Stark Advice on Risk Avoidance From Leading AcademicZvi Bodie has long been a lone wolf in the financial services industry. The Boston University finance professor and veteran risk avoidance advocate, has himself risked being pelted with eggs, or worse.
December 26, 2011
Retirement MasterAt 31, Marcia Mantell was thrilled to step into retirement. Not her own but the burgeoning financial services retirement industry. The year was 1992.
December 22, 2011
Readjust and Re-evaluate Your 2012 Investment PlansToday its much better to play defense and win by not losing, or staying even and not going backwards in your savings and investment accounts. And what product is better suited than index annuities for this?
December 22, 2011
AAA: State Regulation Framework Just Peachy for Contingent Annuities, But What if They're Hybrids?The American Academy of Actuaries supports contingent annuities as an annuity product that should be and can be best regulated by the states, and the show why in the latest actuarial product throwdown among regulators, states and the industry. However, New Jersey, which thinks the product is a hybrid between...
December 22, 2011
Beat the Estate Tax Blow with Deferred Annuities and an Irrevocable TrustIs life insurance not an option for your client when it comes to legacy planning? Try an annuity instead.
December 21, 2011
Outlook 2012: Annuities — Industry at Crossroads, With Weatherford, Greenwald, CortazzoThe fact that two major carriers in recent weeks have announced their exit from the annuity business should tell us all we need to know about the health and viability of the industry. If only it were that simple.
December 21, 2011
Prudential Calls for Coordination on All FrontsPrudential says that state regulators and the NAIC should support the FIO's lead role at the G-20, and FSB.