Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Pacific Life Adds VA Distribution Tool
By Staff WriterAn insurer has used software from Torrid Technologies Inc. to develop a Web-based calculator for variable annuity beneficiaries.When VA holders who have used VA contracts ...
November 11, 2007
FINRA Sets Rule 2821 Effective DateNew suitability guidance for deferred variable annuities requires registered representatives to make a "reasonable effort" to obtain the information need to gauge the suitability of ...
November 11, 2007
FINRA Sets Rule 2821 Effective DateNew suitability guidance for deferred variable annuities requires registered representatives to make a "reasonable effort" to obtain the information need to gauge the suitability of ...
November 08, 2007
IRS Publishes Pension Income GuidanceThe Internal Revenue Service has released an analysis of three questions that could affect advisors and sponsors of defined benefit pension plans.The guidance, given in ...
November 08, 2007
IRS Publishes Pension Income GuidanceThe Internal Revenue Service has released an analysis of three questions that could affect advisors and sponsors of defined benefit pension plans.The guidance, given in ...
November 07, 2007
Old Mutual Gears Up For Teaser CampaignA large multinational insurer is about to launch a major effort to get the attention of American consumers.Old Mutual US, Atlanta, an arm of Old ...
November 07, 2007
Old Mutual Gears Up For Teaser CampaignA large multinational insurer is about to launch a major effort to get the attention of American consumers.Old Mutual US, Atlanta, an arm of Old ...
November 06, 2007
FINRA Posts Text Of VA Compliance RuleThe Financial Industry Regulatory Authority has published the text of a rule that will govern broker-dealers' compliance and supervisory responsibilities for deferred variable annuities.The U.S. ...