Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Pro and con on Rule 151A: image
By Nu GraphicImage shows two opposing views on the Securities and Exchange Commission's Rule 151A, concerning indexed annuities, as of December 2008.
January 26, 2009
SEC Publishes VA Message Attachment NoticeThe National Securities Clearing Corp. is moving ahead with a project that could increase automation of the annuity sales process.
January 26, 2009
Weighing annuity liquidity options in today's down economyWhen policyholders ask about the liquidity features in their annuities, advisors should be aware of several factors--including that making withdrawals in a down economy can present special considerations.
January 26, 2009
Experts To House: Including COBRA Subsidies In Recovery Bill Is A Good IdeaIn the long run, Congress should put Medicare, Social Security and the rest of the U.S. economy on sounder footing, but, in the short run, subsidizing health insurance for unemployed workers is a good idea, economists told lawmakers today.
January 26, 2009
Ask the expert: subject to withholding?This answers the question, are amounts received under commercial annuity contracts subject to withholding taxes?
January 26, 2009
SEC Publishes VA Message Attachment NoticeThe National Securities Clearing Corp. is moving ahead with a project that could increase automation of the annuity sales process.
January 26, 2009
Quiz question: which channel sold the most VAs?This article answers the question, Which of the following distribution channels accounted for the largest share of variable annuity sales for the first three quarters of 2008?
January 26, 2009
MFS: Turmoil Rattles RetireesAffluent retirees reported much higher levels of concern about the economy in October 2008 than they did in August 2008.