Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Using good questions to get to your clients' needs
By Van MuellerAgents ask me the same questions again and again. How do I get more appointments? How do I inspire people to take action? Why aren't people buying life insurance and annuities?
February 28, 2011
Middle Class Benefits Most From Tax Deferral in Annuity EarningsThe Insured Retirement Institute released a report on Monday showing how deferring taxes of annuity earnings benefits consumers.
February 24, 2011
Amish advisor hoodwinks 2,600 investorsThe Securities and Exchange Commission has charged a 77-year-old Amish financial advisor for defrauding 2,600 mostly Amish investors. The Ohio advisor raised $33 million from the investors, promising them he'd purchase risk-free government securities.
February 24, 2011
The great licensing divide: Insights on suitabilityIn the April edition of Senior Market Advisor, managing editor Andy Stonehouse tackles the "great divide" between advisors who are happy working without their securities licenses versus those who can offer a wider swath of services with their licensing.
February 24, 2011
A suitability primer for insurance-only agentsWith SEC 151A in our rearview mirror, I've been talking with as many advisors and industry folks as possible to get a read on what are the pressing suitability issues insurance agents are facing today.
February 24, 2011
Advisor ethics: 4 things you supposedly aren't telling your clientsIn her article, "8 things your financial planner won't tell you," MSN finance columnist Liz Pulliam Weston warns readers that some financial professionals have secrets and do not divulge all pertinent information to their clients.
February 23, 2011
Saybrus Forms Single-Premium Indexed Annuity Distribution ProgramThe Phoenix Companies Inc. is letting a group of independent marketing organizations have exclusive access to two families of Phoenix single-premium indexed annuities.
February 23, 2011
403(b) Plans: IRS Weighs in on TerminationsNonprofit employers can use several different strategies to shut down 403(b) retirement plans without saddling participants with big tax bills, Internal Revenue Service officials say in Revenue Ruling 2011-7.