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.
November 06, 2015
Women-owned businesses less profitable in U.S.Women-run businesses in the U.S. tend to be more conservative and less likely to yield high-growth, according to a new study.
November 06, 2015
AllianceBernstein to serve as 3(38) fiduciary for in-plan annuitiesA fiduciary service has been announced that will assume the responsibility for vetting insurance companies when offering lifetime income options to plan participants.
November 06, 2015
9 negative phrases to avoid with your clients (& what to say instead)Check yourself before you wreck yourself. Always, always practice what you're going to say before calling a new prospect.
November 06, 2015
Why Ken Fisher is wrong on annuities: Milevsky, FinkeIn a recent interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 06, 2015
Why Ken Fisher is wrong on annuities: Milevsky, FinkeIn a recent interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 06, 2015
MetLife says Finra staff recommends ‘significant fine’ of brokerThe probe focuses on potential violations regarding alleged misrepresentations, suitability, and supervision in connection with sales and replacements of variable annuities and certain riders on such annuities.
November 06, 2015
3 words to torpedo your callOn a prospecting call, what is the best way to greet a new prospect? Here are a few things to beware.