Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
By Janet LevauxIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 22, 2017
Texas judge denies emergency request to block DOL fiduciary rulePlaintiffs failed to satisfy four factors required to obtain an injunction pending appeal.
March 21, 2017
Making the nest egg last: best products for senior clientsFrom innovative fixed indexed and fee-based annuities to hybrid combo solutions, todays retirees have a growing list of products to choose from.
March 21, 2017
Making the nest egg last: best products for senior clientsFrom innovative fixed indexed and fee-based annuities to hybrid combo solutions, todays retirees have a growing list of products to choose from.
March 21, 2017
Rare good news from the DOL (yes, about retirement investing)Retirement plan participants can now have guaranteed lifetime income for a portion of their nest egg, while also securing long-term appreciation and capital preservation.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 20, 2017
The Warren report on annuity sales incentives: Does it overreach?IMO-sponsored trips to exotic destinations, the Warren report charges, too often tempt producers to recommend retirement products ill-suited to the client.
March 17, 2017
Rethink your first client meeting and go digitalTransitioning to a remote meeting tool to get in front of more prospects may come with growing pains, but the data in favor of digital meetings is compelling.