Variable Annuities
Variable annuity news and analysis, including coverage of registered indexed linked annuity (RILA) contracts.
Fiduciary Rule Is Squashing Annuity Surrender Charges
By William H. Byrnes, Robert BloinkThe new fiduciary rule has had a big impact on the market for financial products and some buyers of annuity products may benefit.
May 25, 2017
Indexed Annuity Sales Fall 14%: WinkRegulatory concerns hurt retirement income insurance sales as 1.1 million Americans turned 55.
May 23, 2017
4 Ways to Overcome Media-Driven Annuity MisconceptionsAnnuities are designed to reduce risk. How do you help clients understand that?
May 18, 2017
Institutional Deals Boost Jackson National SalesPrudential PLC says U.S. regulatory developments should help its U.S. unit.
April 24, 2017
Are IOVAs the Future of Variable Annuities?While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
April 10, 2017
Navigating the Maze of Variable AnnuitiesTax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
March 23, 2017
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in MassachusettsIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
January 30, 2017
LPL to Pay $3.7M Over Star Rep’s Unsuitable VA Sales to SeniorsState regulators make the move in connection with over $1.8 million in commissions on variable annuities made by Roger Zullo and the IBD.