Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Ask the expert: How to handle suitability forms?
By Staff WriterWhat is the best way to handle suitability forms for annuity sales? They are more comprehensive than they used to be, so it takes more time and effort to fill them out. the process seems cumbersome. Any ideas?
March 23, 2008
Top story: Getting a handle on variable annuity sales best practices"Every client who comes into my office gets a financial plan, be it fee-based or non-fee based," says Lori Rogers.
March 23, 2008
Individual U.S. Annuity Sales Climbed 8% In 2007Individual annuity sales in the U.S. reached $257 billion in 2007, according to LIMRA International's year-end data.This 8% increase over 2006 largely resulted from record-setting ...
March 23, 2008
Individual U.S. Annuity Sales Climbed 8% In 2007Individual annuity sales in the U.S. reached $257 billion in 2007, according to LIMRA International's year-end data.This 8% increase over 2006 largely resulted from record-setting ...
March 21, 2008
Insurer Updates VA Withdrawal GuaranteeIntegrity Life Insurance Company has revised the Guaranteed Lifetime Income Advantage guaranteed lifetime withdrawal benefit rider.Integrity Life, a unit of the Western & Southern Financial ...
March 20, 2008
Insurer Updates VA Withdrawal GuaranteeIntegrity Life Insurance Company has revised the Guaranteed Lifetime Income Advantage guaranteed lifetime withdrawal benefit rider.Integrity Life, a unit of the Western & Southern Financial ...
March 19, 2008
Show Me State Licenses Life Re CaptiveMissouri has granted the state's first license for a special purpose life reinsurance captive to RGA Reinsurance Company.Executives at RGA Re, Chesterfield, Mo., a unit ...
March 19, 2008
Quiz question: Tax treatmentWhat is the tax treatment on guaranteed lifetime withdrawals or other partial withdrawals and loans made against a variable annuity?