Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Retirement Account Balance Affects Rollovers: EBRI
By Staff WriterThe larger the retirement account, the more likely a worker will keep the money entirely in other tax-qualified savings instruments upon leaving an employer.
March 04, 2009
Fixed Annuity Sales Up, Variable Annuity, Life Sales DownLIMRA studies show some good signs in an otherwise poor sales year.
March 03, 2009
Fixed Annuity Sales Up, Variable Annuity, Life Sales DownLIMRA studies show some good signs in an otherwise poor sales year.
March 02, 2009
Court Sets Hearing Date On Rule 151A ChallengeA federal appeals court in Washington will hear oral arguments May 8 on a suit challenging the U.S. Securities and Exchange Commission's move to adopt Rule 151A, a regulation that classifies some indexed annuities as securities.
March 02, 2009
What's Hot In Fixed AnnuitiesIn the past few years, many insurers have been heavily promoting indexed annuities and variable annuities, allowing their fixed annuity portfolio to fall out of competition...
March 02, 2009
Fixed Annuities Are HotFixed annuity sales are hot. While industry sales for 2008 aren't available yet, it's a good bet that overall fixed annuity sales were up significantly from last year...
March 02, 2009
The Correct Context For Viewing Index Annuity ReturnsA financial magazine published an article about index annuities that cited my findings from the actual return data I collect, quoting that the average annual index annuity return was around 5.6% for the 5 years ending September 30, 2008...
March 02, 2009
Liquidity Is The Answer To What Ails FIAsLiquidity--meaning cash, or rather the ability to turn an asset into cash--is a consideration for all financial transactions...