Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Aegon swings to quarterly loss on hedges, sale of U.K. unit
By David de JongThe insurer booked a 628 million-euro book loss on the sale of two-thirds of its British annuity portfolio to Rothesay Life Ltd.
August 10, 2016
IMOs take on enhanced sales role under the new DOL ruleThe Department of Labor's new fiduciary standard recognizes independent marketing organizations (IMO)s that broker financial products. But so far, only six IMOs have applied to be such "financial institutions."
August 10, 2016
Luck is where opportunity meets preparationFocus your energy on the mundane and difficult tasks of preparation, so when opportunity comes knocking, you'll be ready.
August 09, 2016
Bequest goals: more than just an issue for the wealthySome people presume that inheritance planning is solely the domain of the rich, but think again!
August 09, 2016
10 Google tools you can't do withoutMany of these tools that can help maximize your marketing efforts are free.
August 08, 2016
Insuring the financial future of the sandwich generationHelp this generation of people supporting both their elderly parents and dependent children by understanding their attitudes about insurance products.
August 08, 2016
The DOL rule: A case for the courtsJust as the first lawsuit was filed, President Obama vetoed a resolution passed by Congress to nullify the rule.
August 08, 2016
Generational shift creates opportunity for advisorsDr. Robert Johnson of The American College shares insights on the looming retirement planning crisis and how advisors can help.