Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Obama: It's Time To Make Tough Choices
By Allison BellPresident Barack Obama mentioned health care and retirement benefits today during his inaugural address.
January 19, 2009
How The Life And Annuity Business Will Fare During The CrisisThe year 2009 will probably go down as one of the most significant in the financial services industry.
January 19, 2009
How Will The Rule Impact RIAs?Unless amended or delayed, Rule 151A from the Securities and Exchange Commission will cause fixed index annuities to be treated as securities effective January 12, 2011.
January 19, 2009
The Landscape For Producers Has Been ChangedOn its face, the Security and Exchange Commission's decision on Rule 151A--to regulate index annuities as securities beginning in January 2011--would, if left in place, seem to mean business-as-usual ...
January 19, 2009
For Fixed Index Annuity Carriers The Timing Couldn't Be WorseThe adoption of Securities and Exchange Commission Rule 151A has raised complex questions for index annuity carriers. Answering such questions will result in significant ramifications to this marketplace.
January 19, 2009
IMO Distribution In A Post-Rule 151A WorldFixed indexed annuities since their inception have been distributed to agents overwhelmingly by independent marketing organizations (IMOs).
January 18, 2009
Variable Annuity Sales Slide 10%New sales of variable annuities fell 10% in the 3rd quarter, to $37 billion from $41.1 billion in the second quarter of 2008.
January 18, 2009
151A Sets Stage For Federal Regulation Of Other Insurance ProductsWhen the Securities and Exchange Commission adopted Rule 151A on December 17, 2008, the landscape of insurance regulation undeniably changed significantly.