Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Graphic: The Senate has a bill for annuities
By Arthur D. PostalThis graphic shows the number of the new Senate Bill on annuities.
July 27, 2009
Actuary: Signal ClearlyThe U.S. financial system needs to do a better job of encouraging individuals to make realistic plans for old age.
July 27, 2009
Blogger: Rule 151A Is DeadA former insurance industry executive who has opposed U.S. Securities and Exchange Commission efforts to regulate indexed annuities says he thinks the SEC will drop those efforts.
July 27, 2009
Top story: Experts foresee changes to fixed indexed annuities after court ruling on 151AExperts tell how fixed indexed annuities might change in the wake of the July 21, 2009 federal appeals court decision remanding the Security and Exchange Commission's Rule 151A back to the SEC.
July 27, 2009
Quiz question: What's up with variable annuity riders?This answers the question: Which of the following best depicts what is happening to the popular variable annuity guaranteed benefit riders in 2009? The question shows 5 possible answers.
July 27, 2009
Editorial comment: How do retirement organizations differ?The rebranding OF NAVA, Inc. into the Insured Retirement Institute sounds sensible and forward looking but such ebranding is not without challenge. The chief problem is differentiation.
July 27, 2009
Ask the expert: What about taxes on annuity exchanges?This article answers the question, Does tax liability arise when a policyholder exchanges one annuity contract for another?
July 27, 2009
Blogger: Rule 151A Is DeadA former insurance industry executive who has opposed U.S. Securities and Exchange Commission efforts to regulate indexed annuities says he thinks the SEC will drop those efforts.