Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Star LPL Rep Charged With Annuities Fraud; Targeted Elderly
By Janet LevauxA client in her 80s with dementia and limited funds was sold an annuity with a seven-year surrender policy, Massachusetts regulators say.
November 30, 2016
4 DOL fiduciary rule compliance considerationsAs firms transform their businesses to comply with the DOL fiduciary rule, challenges will be centered in four areas.
November 30, 2016
Elder financial fraud may be worse than thought, study saysA study of caregivers found 37 percent of seniors have experienced financial exploitation, and those who have been victimized once are at risk for repeat fraud.
November 30, 2016
How your clients can boost their Social Security check by 85 percentDelaying Social Security can be lucrative but raises existential questions about how to live in the meantime and fears about dying earlier than expected.
November 30, 2016
Annuities Group, Fearing ‘Chaos,’ Urges Court to Freeze Fiduciary RuleNAFA tells the court about "extraordinary challenges to comply with this flawed rule."
November 29, 2016
One-third of the prospects in your pipeline will never closeThere are no prizes for a pregnant pipeline; there are only prizes for closing business.
November 29, 2016
A long-term care plan for clients who have failed to planCash from a life settlement can be used to fund a long-term care benefit plan or a medically underwritten immediate annuity guaranteeing an income for life.
November 29, 2016
Steve Riggs now leads National Conference of Insurance LegislatorsJason Rapert is the new vice president, and Bill Botzow is the new secretary.