Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Banc One Securities Fined By FINRA
By Trevor ThomasThe Financial Industry Regulatory Authority says it has fined the securities unit of a bank in connection with allegations of unsuitable sales of deferred variable ...
January 28, 2008
Quiz question: Qualified annuity percentage?In 2006, approximately what percentage of all annuities sold (fixed and variable) were qualified?
January 28, 2008
Ask the expert: Impact of interest rates and volatilityWhat is the potential effect of low interest rates and market volatility on indexed interest strategies in fixed indexed annuities, and how do I position fixed indexed annuities when economic conditions are driving the stock indexes lower?"
January 28, 2008
Top story: Why annuity charges and interest are flip sides of the same coin"When you finish a sales presentation for a fixed deferred annuity, the client meeting isn't over," says John Olsen, a certified financial planner and principal of Olsen Financial Group, Kirkwood, Mo.
January 28, 2008
Carrier Expands VA Living Benefits ProgramThe annuities arm of Prudential Financial Inc. is updating its menu of variable annuity optional living benefits.Prudential, Newark, N.J., has introduced the Highest Daily Lifetime ...
January 28, 2008
Milliman: Majority Of VA Buyers Elect Living BenefitsLife insurers now offer some kind of guaranteed living benefit with most of the variable annuity contracts sold in the United States.Researchers at Milliman, Seattle, ...
January 28, 2008
Milliman: Majority Of VA Buyers Elect Living BenefitsLife insurers now offer some kind of guaranteed living benefit with most of the variable annuity contracts sold in the United States.Researchers at Milliman, Seattle, ...
January 27, 2008
Ask the expert: Impact of interest rates and volatilityWhat is the potential effect of low interest rates and market volatility on indexed interest strategies in fixed indexed annuities, and how do I position fixed indexed annuities when economic conditions are driving the stock indexes lower?"