Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The 5 elements top producers possess
By Jack MarrionA recent study examined the performance, personality, skills and attributes of 79,747 salespeople from 4,317 organizations and found five elements that all top salespeople had in common.
August 30, 2011
Fidelity: Steady Hands Boost ReturnsInvestors who have stuck to their long-term asset-allocation strategies during the financial crisis have been getting better investment results than investors who changed course.
August 30, 2011
FATCA Withholding Rules Heading Straight Toward Life, Annuity IssuersLife insurance and annuity sellers may soon find themselves helping the Internal Revenue Service identify U.S. persons who have invested in non-U.S. financial accounts.
August 30, 2011
Contingent Annuities: Filing Strategy Raised EyebrowsState insurance regulators have expressed concern about the approach some life insurers have taken to getting approval for contingent annuity programs.
August 30, 2011
EBRI: Defined Benefit Pensions Protect Against Retirement WoesA defined benefit pension plan really can be important to protecting a middle-income or even relatively high-income retiree against falling into poverty.
August 29, 2011
NAIC Panel to Ponder Contingent AnnuitiesThe Life Insurance and Annuities Committee is considering a task force referral on annuities set up in such a way that benefits payments start only when a specified event occurs.
August 29, 2011
FATCA Withholding Rules Heading Straight Toward Life, Annuity IssuersLife insurance and annuity sellers may soon find themselves helping the Internal Revenue Service identify U.S. persons who have invested in non-U.S. financial accounts.
August 29, 2011
Fidelity: Steady Hands Boost ReturnsInvestors who have stuck to their long-term asset-allocation strategies during the financial crisis have been getting better investment results than investors who changed course.