Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DOL posts indexed annuity fiduciary rule exemption draft
By Allison BellTo get supervisory responsibility, a marketing organization might need $1.5 billion in annual sales.
January 17, 2017
DOL releases fiduciary rule guidance specifically for advisorsAccording to benefits attorney Fred Reisch: 'Insurance companies can market their group variable annuity contracts to 401(k) plans without concern of fiduciary status.'
January 17, 2017
Life insurance application activity rose 0.3% in DecemberThroughout most of 2016, life insurers had trouble attracting consumers under age 45.
January 17, 2017
How to help clients keep New Year’s financial resolutionsTotal financial wellness begins with baby steps not "big rocks."
January 17, 2017
Preparing young agents to serve retiring baby boomersHere are ideas from 35 seasoned professionals on training millennial agents to sell life and Medicare products.
January 17, 2017
Treasury economist finds women need help with LTC costsThe report could be in the air when policymakers are designing tax proposals.
January 17, 2017
Treasury economist finds women need help with LTC costsThe report could be in the air when policymakers are designing tax proposals.
January 16, 2017
Stay on the line: To the moon and backMany advisors shoot for the moon with their business plans but fail to hit their growth targets. Here is how to stay the course to success.