Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Allianz: Americans Aware of Retirement Planning Woes
By staff WriterAbout 92% of the U.S. adults who participated in a recent survey said there is a retirement crisis in the United States.
October 18, 2010
Rule 151A: The SurrenderThe U.S. Securities and Exchange Commission has posted the regulation it will use to withdraw a regulation that could have classified many indexed annuities as securities.
October 15, 2010
Annuity Sales Slump Continues in Small BanksCommunity banks earned annuity fee income of $29.7 million in the second quarter, down from $33.4 million in the same period a year earlier, according to Michael White Associates L.L.P. (MWA).
October 15, 2010
Annuity Sales Slump Continues in Small BanksCommunity banks earned annuity fee income of $29.7 million in the second quarter, down from $33.4 million in the same period a year earlier, according to Michael White Associates L.L.P. (MWA).
October 13, 2010
AARP: Many Women Skimp on LTC PlanningOnly 23% of the women who participated in a recent survey seemed to understand that they would have to start out using personal savings to pay for long term care, AARP says.
October 13, 2010
5 rules for annuity success in any marketInsurance agent coach Wendy Swanson has found even though annuity sales hit an eight-year low in the second quarter of 2010, many agents are reporting growth in FA sales. Here are five rules to follow when meeting with clients.
October 13, 2010
Dodd-Frank: SEC Drafts Family Office DefinitionThe U.S. Securities and Exchange Commission has proposed a rule that could affect which family offices continue to be exempt from SEC investment advisor registration requirements.
October 13, 2010
5 rules for annuity success in any marketInsurance agent coach Wendy Swanson has found even though annuity sales hit an eight-year low in the second quarter of 2010, many agents are reporting growth in FA sales. Here are five rules to follow when meeting with clients.