Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How to Get Fixed-Income Clients out of Their Holding Pattern
By Chad TopeMany producers struggle to provide their fixed-income clients with attractive options to boost their returns. The challenge is, how can you pursue higher returns without exposing the client to significantly higher risk?
November 02, 2010
The annuity cure to running out of moneyAn advisor correctly pointed out if one buys an immediate annuity at age 65, and inflation averages 3 percent, the after-inflation income would be cut by 45 percent by age 85.
November 02, 2010
The annuity cure to running out of moneyAn advisor correctly pointed out if one buys an immediate annuity at age 65, and inflation averages 3 percent, the after-inflation income would be cut by 45 percent by age 85.
November 01, 2010
Annuity Facts: How Will the New NAIC Suitability Model Affect Education and Training in 2011?The NAIC Suitability Model includes two very important training requirements for all fixed annuity sellers.
November 01, 2010
Morningstar Acquires Advanced SalesMorningstar Inc. has completed a previously announced acquisition of Advanced Sales and Marketing Corp.
November 01, 2010
Morningstar Acquires Advanced SalesMorningstar Inc. has completed a previously announced acquisition of Advanced Sales and Marketing Corp.
November 01, 2010
SIFMA: Uniform Fiduciary Standard Bad for Product MenusThe Securities Industry and Financial Markets Association today released a study indicating that applying a uniform fiduciary standard to all investment product sales would likely reduce product and service availability.
November 01, 2010
Principal Tops Estimates on Net-Income DeclineDes Moines, Iowa-based Principal Financial Group (PFG) said Monday that it had operating earnings of $218.9 million for third quarter 2010, or 68 cents...