Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Preserving Investment in an Annuity Contract
By Robert Bloink, William H. ByrnesWhen your clients roll over a retirement account into an annuity, stay alert.
August 21, 2011
Cerulli: Some Middle-Market Retirement TPAs Still GrowingAbout 32% of the third-party administrators that run small and midsize defined contribution retirement plans expanded their client base between 2009 and 2010.
August 19, 2011
NAIC Plenary May Vote on Annuity Disclosure, STOA ItemsThe National Association of Insurance Commissioners executive committee and plenary plan to consider Annuity Disclosure Model Regulation amendments and a stranger-originated annuity transactions bulletin at the NAIC's summer meeting.
August 18, 2011
LIMRA: Variable Annuity Sales Climb in Second Quarter 2011Total U.S. individual variable annuity sales climbed to $41 billion during the second quarter, up 16% from the total for the second quarter of 2010, according to LIMRA.
August 18, 2011
NAIC Plenary May Vote on Annuity Disclosure, STOA ItemsThe National Association of Insurance Commissioners executive committee and plenary plan to consider Annuity Disclosure Model Regulation amendments and a stranger-originated annuity transactions bulletin at the NAIC's summer meeting.
August 18, 2011
FSP Speaker: Prepare for Super Committee-Related Portfolio AdjustmentsAdvisors must be prepared to make quick adjustments to clients' retirement portfolios in response to the recommendations of the new "Super Committee" created by the Budget Control Act of 2011.
August 18, 2011
10th Circuit Rules on FDIC Protection of Annuity AccountsTwo life insurance company subsidiaries of Aviva USA should recover only 16% of the $11.3 million they deposited in a Topeka, Kan., bank that failed in 2008, according to a 3-judge panel of the 10th U.S. Circuit Court of Appeals.
August 18, 2011
Variable Annuity Activity Rises in Q2A pair of reports released this week from LIMRA and the Insured Retirement Institute found that variable annuities remain a popular investment in 2011.