Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Earnings: Unum, Prudential, Others
By Staff WriterInvestment gains and stronger U.S. group disability results helped Unum Group Corp. increase profits during the second quarter.Here is a summary of the latest insurance ...
July 29, 2008
IRS Completes Annuity Conversion RegsThe Internal Revenue Service has published final regulations concerning moves to convert individual retirement account annuities into Roth IRAs.Like the proposed regulations, which were issued ...
July 29, 2008
FINRA Proposes Illustration ChangesThe Financial Industry Regulatory Authority has drafted rules that could affect marketers of variable annuity and variable life products.FINRA, Washington, wants to streamline existing rules ...
July 28, 2008
Advisors and broker-dealers have a historic opportunityIt has been three years since the inception of FINRA Notice to Members 05-50 shook up the FIA world with a mandate for broker-dealers to supervise the sale of fixed index annuities. Since then, B/Ds have scrambled to accommodate existing variable
July 27, 2008
Advisors and broker-dealers have a historic opportunityIt has been three years since the inception of FINRA Notice to Members 05-50 shook up the FIA world with a mandate for broker-dealers to supervise the sale of fixed index annuities. Since then, B/Ds have scrambled to accommodate existing variable
July 24, 2008
Top Story: Annuity laddering offers flexibility, simplicityOne measure by which to judge the crafting of an insurance or financial plan is flexibility: the ability to adjust the plan to meet the changing retirement needs of the client.
July 23, 2008
Small Bank Investment Income Edges HigherIncreased annuity income helped push community bank investment income to $121.5 million in the first quarter, up 2.6% from the total for the first quarter ...
July 23, 2008
Top Story: Annuity laddering offers flexibility, simplicityOne measure by which to judge the crafting of an insurance or financial plan is flexibility: the ability to adjust the plan to meet the changing retirement needs of the client.