Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Lawmakers Schedule Tax Reform Discussion
By Staff WriterThe leaders of the congressional Joint Committee on Taxation plan to hold a discussion on ideas for reforming the U.S. Internal Revenue Code at 9:30 a.m. April 6 in Washington.
March 31, 2011
What is your biggest objection to purchasing an annuity?That's where you give over all your money and they pay you back a little bit at a time?
March 31, 2011
Rogue advisors: Still plenty o' Ponzi schemesAuthorities have charged an 80-year-old New York woman and her son with grand larceny for allegedly perpetrating a $10 million Ponzi scheme.
March 31, 2011
Survey: Advisors missing growth opportunity by not marketing ethical responsibilitiesWhile more than half of financial advisors see fiduciary standards and codes of ethics as very important in attracting clients, more than 27 percent are missing a growth opportunity by not mentioning these ethical standards in their marketing collateral.
March 30, 2011
To securitize or not to securitize: Part 2Do you need a securities license? It's a question that gets asked a lot in this industry. And, based on our circulation numbers and the various surveys we've conducted over the past year, the people who read our magazine are pretty split on the subject.
March 30, 2011
Advisor ethics: Dating, emotions and the truth about price objectionHow often have you tried to convince a price-objecting client that actually, the value of the product or solution is quite high. I don't know about you, but in my experience, it has rarely worked.
March 30, 2011
To securitize or not to securitize: Part 2Do you need a securities license? It's a question that gets asked a lot in this industry. And, based on our circulation numbers and the various surveys we've conducted over the past year, the people who read our magazine are pretty split on the subject.
March 29, 2011
NAIC Panel Approves Stranger-Originated Annuity DraftThe Life Insurance and Annuities Committee at the National Association of Insurance Commissioners has adopted a stranger-originated annuity transactions model bulletin draft.