Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fixed annuity interest rates going lower: June 2009
By Danny FisherThese charts from Fisher Annuity Index, Dallas, show interest rate trends for fixed annuities in June 2009.
June 22, 2009
Quick tips: doing the variable annuity reviewHere are some tips for doing a variable annuity review with existing clients.
June 22, 2009
Canadian Watchdog Growls At ManulifeCanadian regulators have told Manulife Financial Corp. it may have failed to adequately disclose to investors the potential risks of some of its annuities.
June 22, 2009
Annuity Bill Gets CompanionA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 22, 2009
Panel To Serve IMOsThe National Association for Fixed Annuities has formed the Insurance Marketers Advisory Committee.
June 22, 2009
Quiz question: Proposed tax exclusionHow large a tax exclusion would the proposed Retirement Security Needs Lifetime Pay Act (H.R. 2748) provide on the income from a non-qualified lifetime annuity?
June 22, 2009
1Q indexed annuity sales resultsIndexed annuity sales in the first quarter of 2009 dropped by about 2% when compared with 4Q 2008 but were up by nearly 23% compared to 1Q 2008, says AnnuitySpecs.com.
June 22, 2009
Graphic: storm coming for financial advisorsAttorneys Norse Blazzard and Judith Hasenauer write about the upcoming litigation storm that is awaiting financial advisors. The tell how to prepare for it.