Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Changing rules require taking personal action
By Staff WriterOn May 5, 2008, a vital amendment to SB 483 was reported on the California legislative Web site. In connection with the Federal Deficit Reduction Act of 2006, Senate Bill 483, introduced by Senator Sheila Kuehl (D-Santa Monica), was amended and
July 01, 2008
Beyond referralsReferrals. They're the lifeblood of many a financial services practice. Without them, books of business fail to grow, practices stagnate, incomes fall and careers fade. But even with referrals advisors can find themselves working too hard,
July 01, 2008
ING Closes On Citigroup Joint VentureA Dutch financial services company has won the final regulatory approvals it needs to acquire CitiStreet L.L.C. just 2 months after announcing the deal.ING Groep ...
July 01, 2008
ING Closes On Citigroup Joint VentureA Dutch financial services company has won the final regulatory approvals it needs to acquire CitiStreet L.L.C. just 2 months after announcing the deal.ING Groep ...
July 01, 2008
Florida Toughens Annuity Sales StandardsFlorida Gov. Charlie Christ has signed a new law increasing penalties on annuity salespeople who pressure elderly clients to buy annuities that the clients do ...
July 01, 2008
Florida Toughens Annuity Sales StandardsFlorida Gov. Charlie Christ has signed a new law increasing penalties on annuity salespeople who pressure elderly clients to buy annuities that the clients do ...
July 01, 2008
Drivers of Annuity SalesAssets in annuities will jump to $2.9 trillion by 2012--a compound annual growth rate of 7.9%--sparked by demographic trends and product development that addresses both...
June 30, 2008
Withdrawal benefit added to variable annuitiesRetirement income has become the Holy Grail for American workers and retirees. Having options when it comes to taking income in retirement is important, and a new benefit from Sun Life Financial Inc. gives people options. Depending on a client's