Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Lawmakers Post Troubled Asset Act Drafts
By Staff WriterCongressional committees have unveiled their revisions of the U.S. Treasury Department's financial institution rescue bill.Rep. Barney Frank, D-Mass., chairman of the House Financial Services Committee, ...
September 21, 2008
151A: Why Is No One Asking Hard Questions?On June 25, the Securities and Exchange Commission proposed Rule 151A, which would reclassify equity indexed annuities as securities rather than simply insurance products. It ...
September 21, 2008
Fixed Annuities On Track For A Record-Setting 2008Estimated fixed annuity sales of $24.6 billion set a 5-year record in the second quarter of 2008. The third quarter results should be strong as ...
September 21, 2008
151A: Why Is No One Asking Hard Questions?On June 25, the Securities and Exchange Commission proposed Rule 151A, which would reclassify equity indexed annuities as securities rather than simply insurance products. It ...
September 21, 2008
Fixed Annuities On Track For A Record-Setting 2008Estimated fixed annuity sales of $24.6 billion set a 5-year record in the second quarter of 2008. The third quarter results should be strong as ...
September 19, 2008
Ask the Expert: Consolidate these fixed annuities?I have a new client, age 58, who owns 5 deferred fixed annuities, non-qualified, purchased in different years. Some have small account values.
September 19, 2008
Ask the Expert: Consolidate these fixed annuities?I have a new client, age 58, who owns 5 deferred fixed annuities, non-qualified, purchased in different years. Some have small account values.
September 19, 2008
Top Story: What to recommend in times of troubleA chief concern for many advisors is whether the issuing carrier's annuity products make for a more difficult sale.