Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Quick tips: doing the variable annuity review
By Al Dal Porto, Gerry MurtaghHere are some tips for doing a variable annuity review with existing clients.
June 21, 2009
Schwab Finds Advice HungerAbout 80% of financial and human resources executives are saying increased access to 401(k) plan investment planning advice is more important for employees now than it was a year ago.
June 21, 2009
Did you know: Annuity plus long term care riderHere is a sample case comparing an annuity without a long term care and an annuity that includes a long term care rider. It was prepared by Carl Friedrich of Milliman Inc., Chicago.
June 21, 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 21, 2009
Making Cash Value Life Insurance Part Of The Income PlanMany advisors do not realize that cash value life insurance can play a valued role in retirement income plans. NU Senior Editor Warren Hersch scopes it out.
June 19, 2009
Panel Covers Moving TargetAn upcoming indexed annuities industry report may not be as relevant to current market conditions as the authors would like for it to be.
June 19, 2009
Regulatory update: Industry groups mostly supportive of Obama proposalAmid what promises to be sweeping changes to the way the financial services industry is overseen by the federal government, many trade organizations and insiders say they feel Obama's proposals will do the right thing.
June 19, 2009
Panel Covers Moving TargetAn upcoming indexed annuities industry report may not be as relevant to current market conditions as the authors would like for it to be.