Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
VA Reserve Rule Advances After A Decade
By Jim ConnollyAfter nearly a decade of work and many incarnations, a reserving guideline for variable annuities with guarantees took a major step toward adoption by the ...
August 18, 2008
Back-casting FIAs - The crystal ball has some cracksOften you hear the statement, "past experience is not an indication of future results." This statement is a fair warning regarding back-casting used to illustrate fixed indexed annuities. But, I believe that this can be taken further
August 17, 2008
With So Many Choices, Why Do Boomers Choose Annuities?With the choppy economy and annuity critics seemingly popping out of the woodwork, what motivates boomers buy annuities?After all, there are plenty of choices--bank certificates ...
August 17, 2008
With So Many Choices, Why Do Boomers Choose Annuities?With the choppy economy and annuity critics seemingly popping out of the woodwork, what motivates boomers buy annuities?After all, there are plenty of choices--bank certificates ...
August 15, 2008
Going the extra mileThe following is based on one of Norm Trainor's clients, Wes Barrett. Top advisors have one simple message that describes what makes them unique. When someone asks Wes Barrett what he does, he responds by saying, "We help our clients
August 14, 2008
Going the extra mileThe following is based on one of Norm Trainor's clients, Wes Barrett. Top advisors have one simple message that describes what makes them unique. When someone asks Wes Barrett what he does, he responds by saying, "We help our clients
August 13, 2008
Advisor Network Chooses UMA VendorUnited Capital Financial Advisers Inc. has selected Placemark Investments Inc. to develop a united management accounts program for member advisors.United Capital, Newport Beach, Calif., is ...
August 13, 2008
Advisor Network Chooses UMA VendorUnited Capital Financial Advisers Inc. has selected Placemark Investments Inc. to develop a united management accounts program for member advisors.United Capital, Newport Beach, Calif., is ...