Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Managing the Variables in a Variable Annuity Exchange
By William H. Byrnes, Robert BloinkA variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rules take on VA sales.
October 30, 2015
Why imagination makes you a better advisorThe right imagery can turn a skeptic into a believer in minutes.
October 30, 2015
PPACA premiums jump, but insurers still struggle for profitOne challenge is competition from the older, non-PPACA policies that are still in force.
October 30, 2015
Robo-advisors: Just another distribution channel?Conflicting revenue sources, self-dealing, and low client care standards. As Barbara Roper says, "Hows that any different from the rest of the financial services industry?"
October 30, 2015
FINRA orders 5 firms to pay restitution to retirement fundsThe Financial Industry Regulatory Authority has ordered 5 firms to pay more than $18 million in restitution to customers.
October 30, 2015
Top 100 CEO retirement savings equals 41% of U.S. familiesRetirement saving is easier when you're one of these CEOs--though some of their companies have cut retirement benefits for new employees.
October 29, 2015
Sen. Warren slams annuity providers, sellers for ‘conflicts of interest’Warren says companies provide $17 billion in direct or indirect kickbacks to advisors who sell annuities; industry groups question her conclusions.
October 29, 2015
14 worst sales practicesWaiting, not listening and living in your inbox are some of the worst things you can do to sabotage your practice.