Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Private Equity-Backed Distributor Buys Two Firms
By Allison BellSimplicity Financial has scooped up WealthWise Partners and Liberty Financial Resources.
September 15, 2017
5 Ways to Fix the Blind Spot Inside Your BusinessWhat is your clients experience really like? Really.
September 15, 2017
Sanders Is Changing the Democratic PartyThe Vermont independent did well enough in 2016 to increase his influence.
September 14, 2017
Guaranteed Income: No Days Off in RetirementThe general retiring public remains unfamiliar with guaranteed income products or how they perform.
September 14, 2017
Sanders Calls for a 65% Top Estate Tax RateThe provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.
September 14, 2017
Virginia Approves China Oceanwide-Genworth DealThe companies still need the blessing of regulators in Washington, Beijing and Dover.
September 13, 2017
10 Medicare for All and Graham-Cassidy Highlights, for AgentsThe Democratic bill would raise the estate tax. The GOP bill could keep the 3.8% Medicare surtax.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.