Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
H.R. 4173: A National Underwriter Guide to the Dodd-Frank Wall Street Reform and Consumer Protection Act
By staff WriterCongress is poised to start a transformation of the U.S. financial services sector by passing the H.R. 4173 conference report.
July 11, 2010
LIMRA: Many Pre-Retirees Sinking Toward Disaster (CORRECTED)Fewer than half of pre-retirees have anything resembling adequate retirement savings.
July 11, 2010
H.R. 4173: Snowe Is InNew England apparently has given Senate Democrats the Republican votes they need to get H.R. 4173, the financial services bill, to the floor.
July 11, 2010
H.R. 4173: Mr. Brown Comes AroundSenate Democrats today inched closer toward passage of H.R. 4173, the financial services bill, when Sen. Scott Brown, R-Mass., said he would vote for the measure.
July 11, 2010
A House DividedAs last-minute Congressional negotiations on the financial reform bill seem to make Rule 151A a non-issue, the annuity industry has to pull back from this potentially explosive issue.
July 09, 2010
Quiz Question: Do Variable or Index Annuity GLWBs Produce Higher Income? Yes!Guaranteed lifetime withdrawal benefits (GLWBs) apply a predetermined withdrawal percentage to an annuity account value and guarantee the withdrawals will continue until death, even if the account runs out of money.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 08, 2010
Challenging and Exposing Conventional Income Planning: How to Create More Income and Conduct Better Planning With AnnuitiesWhen your clients subscribe to income planning that keeps them a slave to principal protection, the planning has come to a halt. What more is there to do but find places for their money to accomplish this goal and keep track of fees along the way?