Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit All
By Robert Bloink, William H. ByrnesFee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
October 13, 2017
Trump Tax Cuts and Tax-Free Retirement PlanningHeres one wrinkle: any changes made through budget reconciliation would expire in year 11.
October 13, 2017
Trump Names New EBSA Chief to Replace BorziIf confirmed, Preston Rutledge will be instrumental in shepherding through any change that Labor makes to its fiduciary rule.
October 12, 2017
Trump's Tax Plan Goads Wal-Mart, Comcast to Buy Back BondsThe shift could lead to unexpected activity in bond portfolios.
October 12, 2017
Bob Corker Is Just the Beginning of Trump's Tax-Cut ProblemsOther problems include Paul, Collins, Murkowski, McCain, and Heller and Flake.
October 11, 2017
Tea Party Groups Want McConnell, Senate GOP Leaders to QuitKen Cuccinelli says this year has been a spectacular failure for the Gang of 5.
October 10, 2017
LTCI’s Death March Sparks Rise in Hybrid ProductsThe enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.
October 10, 2017
3 Defenses Against Retirees' Biggest ChallengeIf your clients fail to plan for this threat, everything else is likely to fall to pieces.