Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
VA Form Comes Up For Review
By Staff WriterThe federal Office of Management and Budget is seeking public comments about Form N-4.Variable annuity separate accounts organized as unit investment trusts use Form N-4 ...
October 01, 2006
Fixed annuities can be GLIBThe riders initially promised to at least return the customer's money to him over a period of years, but many have morphed into riders that provide a fixed withdrawal rate for life. They may promise, for example, the ability to take 4 percent
October 01, 2006
Our difficult decisionBut going from five top-notch nominees to one winner was even tougher. Just when we thought we reached a consensus, we waffled, because it was the best pool of finalists we've ever seen. After many bleary-eyed, Starbucks-infused meetings, we arrived
October 01, 2006
The dollars and sense of business ethicsIf you treat people right, they not only become and remain clients, they generate lots of referrals. But now there's some new research that quantifies the link between business ethics and a firm's financial performance. All insurance and financial
October 01, 2006
Retirement planning optimist - 2006 Advisor of the YearNinety-nine percent of his $22 million in 2005 sales may have been in equity-indexed annuities, but Steve Delott knows times are a-changin'. Senior Market Advisor's 2006 Advisor of the Year understands the key to future success lies in being able to
October 01, 2006
Seminars a la carteFor advisors who work the senior seminar circuit, offering a free meal is an accepted part of doing business, a bread-and-butter maneuver, if you will. Most seminar-savvy marketing experts agree that in the senior market, holding a seminar without
September 30, 2006
Nationwide Campaign Focuses On South AsiansA financial services company will be courting consumers with roots in India, Pakistan and other South Asian countries.The Nationwide Financial Network arm of Nationwide Financial ...
September 30, 2006
Annuity Issuer Adds Benefit OptionAllianz Life Insurance Company of North America says purchasers of many of its single-tier annuities now can choose to have the death benefit paid as ...