Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
LTC/annuities: big sellers in a bad economy
By Paul A. DyerLong term care, annuity and life insurance combination products will help clients start talking about the financial moves they need to make. Here is an example of helping the client understand.
April 14, 2009
Retirement Confidence CrumblesRecession-scarred workers now are hungry for advice from financial professionals.
April 14, 2009
Pru Adds GuaranteeThe Prudential Retirement unit of Prudential Financial Inc. has introduced a lifetime income guarantee for retirement plan participants who have assets in target-date funds.
April 14, 2009
Ohio Insurers Test Disclosure TemplateBuckeye State annuity issuers are trying a new, standardized approach to describing fixed annuities and indexed annuities.
April 14, 2009
FINRA Imposes VA Sales FineThe Financial Industry Regulatory Authority has taken disciplinary action in connection with allegations of inappropriate sales of variable annuities.
April 14, 2009
Transamerica Finds Planning GapsMany workers say they are getting professional financial retirement savings advice, but few say they have taken a systematic approach to forecasting retirement savings needs.
April 14, 2009
Build a business-selling dream teamThere are many complex issues involved in a business transition or a business sale.
April 14, 2009
FINRA Imposes VA Sales FineThe Financial Industry Regulatory Authority has taken disciplinary action in connection with allegations of inappropriate sales of variable annuities.