Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What Are Gift Tax Issues With Annuities?
By Tax Facts OnlineTax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
April 16, 2017
Celent Finds a Pain Point in Life Insurer TechNo North American company said it had world-class customer service IT systems in Celent's survey.
April 16, 2017
Yes, Short-Term Care Insurance is a Benefit to OwnThe author wants regulators in all states to warm up to the products.
April 16, 2017
NAIC Tees Up on Annuity Suitability ModelsA former state insurance regulator says states are in the best position to handle this particular ball.
April 14, 2017
AmeriLife Faces DOL Rule With Two-Track StrategyThe annuity distributor has set up an RIA, and it has also applied for financial institution status.
April 13, 2017
Maybe We're All United AirlinesOdds are high that we, collectively, have overbooked the world's retirement benefits plane.
April 13, 2017
Defense: Ex-Sutherland Partner Incompetent to Stand Trial on Fraud ChargesA dementia evaluation will play a role in proceedings involving a legal professional.
April 13, 2017
What to Do When the DOL Comes KnockingThe auditors could come after health plans, retirement plans, or all plans.