Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
IRS Streamlines Partial Exchanges of Annuities
By William H. Byrnes, Robert BloinkThe IRS has issued new guidance that streamlines partial exchanges of annuity contracts.
August 07, 2011
Lincoln Exec: We're Sticking With Current Annuity FeaturesThe head of Lincoln National Corp. says the company will avoid using big changes in annuity product features to drive sales.
August 05, 2011
NAIC Panel: History is Just HistoryHistory might repeat itself, but not in the individual annuity market.
August 05, 2011
NAIC Panel: History is Just HistoryHistory might repeat itself, but not in the individual annuity market.
August 05, 2011
Obama Administration: Super Committee Can Raise Taxes, Cut EntitlementsThe Obama administration believes the "super committee" created by the new budget deal can raise revenue and take on entitlement program spending.
August 05, 2011
Wirehouse Q2 Earnings Analysis: UBS Outpacing RivalsThe Americas operations of UBS are ahead of all the wirehouses in new assets and net new money per advisor.
August 04, 2011
NAIC Panel Adopts Annuity Disclosure Model RevisionsThe Life Insurance and Annuities Committee at the National Association of Insurance Commissioners has endorsed a proposal to add an annuity illustrations section to the NAIC's Annuity Disclosure Model Regulation.
August 04, 2011
Bachus: SEC About to Draft Fiduciary Standard RegsThe U.S. Securities and Exchange Commission is reassigning examiners to speed up the process of writing a uniform fiduciary standard regulation, a lawmaker says.