Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
IRS alert: The tax advantages of annuities
By Daniel WilliamsA recent report by The Insured Retirement Institute (IRI) shows what many of us already knew: there are tax advantages to annuities--duh.
April 12, 2011
LPL's Dwyer: Annuities Producers Seek Advisors’ Help to Meet Boomer DemandAdvisors, including LPL Financial's Bill Dwyer, talked about annuities with insurance executives at a National Retirement Planning Week meeting on Tuesday.
April 11, 2011
IRS: Recession Halved 2009 Net Capital GainsThe wealthy got much poorer in 2009, according to preliminary Internal Revenue Service individual income tax statistics.
April 11, 2011
IRS: Recession Halved 2009 Net Capital GainsThe wealthy got much poorer in 2009, according to preliminary Internal Revenue Service individual income tax statistics.
April 09, 2011
The top 3 social media compliance products for advisorsCompliance can be a nightmare, especially when it comes to social media. But you can relax a bit with these top three social media compliance products we've found that will help your business succeed. Here's the breakdown:
April 08, 2011
ABIA Study Reports Double-Digit Drop in Fixed Annuity Sales in Fourth QuarterFixed annuity sales by banks and other depository institutions in fourth quarter dipped by 48% in 2010 from the same period in 2009, according to a new report.
April 08, 2011
Sub-Advisory Market Is Robust, FRC Data ShowThe sub‐advisory market last year rebounded to levels seen before the onset of financial crisis in 2008, achieving an all-time high of $1.7 trillion in assets, according to a statement issued Wednesday by Financial Research Corporation (FRC).
April 07, 2011
New website provides Americans with fixed annuity factsEasy-to-understand information that sticks to the facts. That's the goal of a new website created to help consumers and the media understand a lesser known insurance product designed to help Americans create a secure retirement - fixed annuities.