Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
SEC Wants 12B-1 Restrictions on VA Subaccounts
By Warren S. HerschThe U.S. Securities and Exchange Commission (SEC) is calling for new limits on use of 12b-1 distribution fee provisions in the mutual funds in variable annuity subaccounts.
July 20, 2010
H.R. 4173: Goodbye Hedge Fund, Hello Family OfficeThe Dodd-Frank Wall Street Reform and Consumer Protection Act could end up increasing the popularity of family offices and equity-linked insurance products that don't use separate accounts.
July 20, 2010
Schapiro Backs Off From Indexed Annuity FightThe U.S. Securities and Exchange Commission will be retreating from the Rule 151A battle but releasing a request for comments on a standard-of-care study "very soon," SEC Chairman Mary Schapiro said today.
July 20, 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 20, 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 20, 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 20, 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.
July 19, 2010
H.R. 4173: Goodbye Hedge Fund, Hello Family OfficeThe Dodd-Frank Wall Street Reform and Consumer Protection Act could end up increasing the popularity of family offices and equity-linked insurance products that don't use separate accounts.