Fixed Annuities
Fixed annuity news and analysis, with coverage of book value annuities, multi-year guaranteed annuity (MYGA) contracts, immediate annuities, deferred income annuities (including QLACs), and fixed indexed annuities.
Happy Days/Crazy Days
By Danny FisherWhen I started writing this article, it was before September 11, 2008. I was almost in a state of wild euphoria, because the annuity business ...
October 01, 2008
Special Report: Managing taxes, managing risksWhy are insurance companies ideal custodions for IRA distributions? Since 2001 we've all heard lots of talk but have seen very little action regarding the new IRA distribution rules that created the Stretch or Multi-Generational IRA. In 2002
September 30, 2008
Special Report: Managing taxes, managing risksWhy are insurance companies ideal custodions for IRA distributions? Since 2001 we've all heard lots of talk but have seen very little action regarding the new IRA distribution rules that created the Stretch or Multi-Generational IRA. In 2002
September 21, 2008
151A: Why Is No One Asking Hard Questions?On June 25, the Securities and Exchange Commission proposed Rule 151A, which would reclassify equity indexed annuities as securities rather than simply insurance products. It ...
September 21, 2008
Fixed Annuities On Track For A Record-Setting 2008Estimated fixed annuity sales of $24.6 billion set a 5-year record in the second quarter of 2008. The third quarter results should be strong as ...
September 21, 2008
151A: Why Is No One Asking Hard Questions?On June 25, the Securities and Exchange Commission proposed Rule 151A, which would reclassify equity indexed annuities as securities rather than simply insurance products. It ...
September 21, 2008
Fixed Annuities On Track For A Record-Setting 2008Estimated fixed annuity sales of $24.6 billion set a 5-year record in the second quarter of 2008. The third quarter results should be strong as ...
September 19, 2008
Ask the Expert: Consolidate these fixed annuities?I have a new client, age 58, who owns 5 deferred fixed annuities, non-qualified, purchased in different years. Some have small account values.