Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The "why" behind the GLWB explosion
By Jack MarrionOne year ago, the first index annuities offering guaranteed lifetime withdrawal benefits were introduced. By the spring of this year a majority of top indexed carriers were offering GLWBs on at least some of their annuities, and almost all of the
July 01, 2007
SEC Official Offers Road Map Of Priority ProjectsThe consequences likely to be faced by insurers crafting new products for the "baby boomer" generation are just a few of the issues the Securities ...
July 01, 2007
VA Suitability More Important As Boomers Age, Regulators SaySuitability in variable annuity sales is becoming an increasingly important issue as the "baby boomer" generation approaches its senior years, according to state and federal ...
June 30, 2007
A few good compliance officersAlmost four in 10 financial advisors have been told by compliance officers they could not engage in an activity the advisor knew was both legal and within regulations. Yikes. That is the most troubling finding of a new study of 100 financial
June 30, 2007
Changing LTCI sales approachesLTCI can seem like a particularly tough sale to make. This article explains why with a little self-education, some persistence and plenty of patience, a smart advisor can add it to a profitable portfolio of products.
June 30, 2007
The "why" behind the GLWB explosionOne year ago, the first index annuities offering guaranteed lifetime withdrawal benefits were introduced. By the spring of this year a majority of top indexed carriers were offering GLWBs on at least some of their annuities, and almost all of the
June 30, 2007
2007 Senior SurveySenior Market Advisor polled more than 300 seniors age 60 and older on a variety of financial, retirement and lifestyle issues. Read this article to gain valuable insight to financial advisors who specialize in working with seniors.