Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Jefferson National Passes the $1 Billion Mark Selling Annuities to the Advisors Who 'Hate' Them Most (RIABiz)
By Staff WriterJefferson National recently passed a billion dollars in variable annuity sales by catering to RIAs who usually dislike if not loathe VAs but are attracted to the insurers low-cost, stripped-down version of the product.
December 08, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?A loss in a variable annuity is deductiblealthough theres no solid answer on the mechanics of deducting the loss.
December 07, 2011
401(k) Plans Add Lifetime-Income Options (MarketWatch)Some companies are now letting workers invest in annuities, so that their 401(k) savings will eventually yield an income stream, but there are advantages and pitfalls to this new retirement option.
December 07, 2011
ABA Report: Fixed Annuity Bank Sales Total $4.1 Billion in Third QuarterFixed annuity sales by banks and other depository institutions increased by 3% from the same period one year ago, according to a new report.
December 07, 2011
ING Group to Take $1.1 Billion Charge Against Fourth Quarter EarningsING says the charge reflects "decisive steps" that its U.S. Insurance business is taking to address legacy issues, improve results and prepare the business for a standalone future."
December 07, 2011
Challenges for the Life and Annuity Industry in 2012Ernst & Young's Global Insurance Center US Outlook for 2012 identifies five challenges for the industry in the year ahead.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 06, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?Yes, losses inside a variable annuity are deductible, though the reporting process is tricky, and VA surrender charges are not.