Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Is your ethics edge getting dull?
By Steven McCartyYou're ethical, right? You do thorough fact-finding with clients. You recommend only suitable products. You believe in full disclosure. And since you do these things, your clients believe you are ethical. So what's the problem? The problem is
February 29, 2008
Annuity taxation primer - The good, the bad and the obviousAs tax time looms, you're confident that you have a handle on the tax ramifications - positive and negative - of annuities on those of your clients who own them. After all, there is little mystery and nothing especially new about how the tax code
February 29, 2008
Iowa Issues NAVA Electronic Processing GuidanceHawkeye State regulators say insurers should feel free to try using the electronic "straight through processing" standards that NAVA Inc. has developed in an effort ...
February 29, 2008
Iowa Issues NAVA Electronic Processing GuidanceHawkeye State regulators say insurers should feel free to try using the electronic "straight through processing" standards that NAVA Inc. has developed in an effort ...
February 27, 2008
Lincoln Adds VA GLWB RiderA variable annuity manufacturer has introduced a guaranteed lifetime withdrawal benefit rider.Lincoln National Corp., Philadelphia, says the new Lincoln Lifetime Income Advantage GLWB rider will ...
February 27, 2008
Lincoln Adds VA GLWB RiderA variable annuity manufacturer has introduced a guaranteed lifetime withdrawal benefit rider.Lincoln National Corp., Philadelphia, says the new Lincoln Lifetime Income Advantage GLWB rider will ...
February 25, 2008
Top story: When recommending a rider, don't forget the death benefitsThe enhanced death benefit option is often overlooked by advisors and clients who are discussing a deferred variable annuity purchase.
February 25, 2008
Ask the expert: Should I offer index annuities?Should I start offering fixed index annuities in my family practice? I've stayed away from them due to the regulatory scrutiny they've attracted--I didn't want my customers to think I'm selling something that may be questionable.