Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The Roth annuity: a bright star in annuity investing
By Robert Bloink, William H. ByrnesFor the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
January 19, 2017
Mutuals back NAIFA state-level lobbying effortNew York Life and Northwestern Mutual are trying to help advisors step up their game.
January 19, 2017
Student loans, home equity loss pound household wealthThe median wealth of families with heads in 'Generation X' took an especially big hit.
January 19, 2017
NAFA responds to the DOL's proposed fiduciary rule exemption'No industry of this size can turn on a dime,' Chip Anderson warns.
January 19, 2017
State crackdown on annuities sharpens suitability issues for advisorsExplaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.
January 19, 2017
State crackdown on annuities sharpens suitability issues for advisorsExplaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.
January 19, 2017
DOL posts indexed annuity fiduciary rule exemption draftTo get supervisory responsibility, a marketing organization might need $1.5 billion in annual sales.
January 19, 2017
DOL posts indexed annuity fiduciary rule exemption draftTo get supervisory responsibility, a marketing organization might need $1.5 billion in annual sales.