Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
SEC OKs Revised Advisor Form
By Warren S. HerschMembers of the U.S. Securities and Exchange Commission voted unanimously Wednesday to change the official "brochure" that SEC-registered investment advisors must give to clients and prospects.
July 21, 2010
Implementation Toolbox: Dodd-Frank Wall Street Reform and Consumer Protection ActH.R. 4173, the Dodd-Frank Wall Street Reform and Consumer Protection Act, has arrived.
July 21, 2010
MWA: Bank Annuity Sales PlungeBank holding companies (BHCs) collected about 21% less annuity commission income in the first quarter than they collected in the first quarter of 2009.
July 21, 2010
A Sea Change for Variable Annuities: Investments Come to the ForeOver the last few years, consumers have focused on the need for guaranteed retirement income. Not surprisingly, variable annuity living benefits sales rose. Now that companies have repriced their living benefits in order to reduce risk, will they drop?
July 21, 2010
Creative Marketing and CrailHuntly announce strategic partnership to market new tax-deferral and financing programCreative Marketing Intl Corp. and CrailHuntly, LLC, have announced y the formation of a strategic partnership to market nationally CrailHuntly's proprietary and patent-pending program called the 453 Commercial Loan Program.
July 21, 2010
MWA: Bank Annuity Sales PlungeBank holding companies (BHCs) collected about 21% less annuity commission income in the first quarter than they collected in the first quarter of 2009.
July 21, 2010
Using Life Insurance and Annuities For Your Clients' Retirement SecurityThe article asserts that the defined contribution 401(k) plan left most workers with a much less prosperous and secure retirement than if they had participated in a traditional defined benefit pension plan.
July 21, 2010
Obama Signs H.R. 4173When President Obama signed H.R. 4173, the Dodd-Frank Wall Street Reform and Consumer Protection Act bill, into law at 11:49 a.m. today, he created an avalanche of new work for the executive branch.