Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Insurer Offers Income Planning Kit
By Staff WriterAn arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.The Wellesley Hills, Mass.-based U.S. division ...
June 24, 2008
Taking a suitable approach to annuitiesWhen it comes to crafting a proper retirement plan, there's no playing around -- and pre-retirees who are looking for the most appropriate financial tool to do so have a wide range of annuity options to help. Valerie Brown, president of
June 24, 2008
Rogue advisors on paradeA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars
June 24, 2008
Ten ethical mistakesAdopting formal codes as a tactic rather than as a strategy, assuming rules will catch mistakes rather than addressing the underlying beliefs, motivations and culture. Managing ethics as a legal or PR variable rather than creating an opera
June 24, 2008
An insider's view: Donald WaltersFor this issue of our newest eNewsletter, Market Conduct & Suitability, Senior Market Advisor editor Daniel D. Williams spoke with Donald Walters of the Insurance Marketplace Standards Association (IMSA), the standards setting and compliance
June 23, 2008
Taking stock of the longevity revolution"We are in the midst of a longevity revolution," said demographer Ken Dychtwald. As recently as 1900, the average life expectancy was 47. By the end of the 20th Century, that number had rocketed to 78. With improvements in health care,
June 23, 2008
Taking a suitable approach to annuitiesWhen it comes to crafting a proper retirement plan, there's no playing around -- and pre-retirees who are looking for the most appropriate financial tool to do so have a wide range of annuity options to help. Valerie Brown, president of
June 22, 2008
Taking stock of the longevity revolution"We are in the midst of a longevity revolution," said demographer Ken Dychtwald. As recently as 1900, the average life expectancy was 47. By the end of the 20th Century, that number had rocketed to 78. With improvements in health care,