Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuity Sales Plummet In Banks In July
By Trevor ThomasBecause of a drop in sales of fixed-rate products, annuity sales at banks and savings institutions fell to $3.3 billion in July, down 19% ...
September 28, 2005
GMWB Issue: What If For Life Is Not Enough?In anticipation of trillions of dollars of retirement savings distributions over the next few decades, the variable annuity industry is focusing a great deal ...
September 28, 2005
Standards Group Puts Forms OnlineThe Association for Cooperative Operations Research and Development has posted 105 standard life and annuity forms on its Web site in the PDF format.[@@]ACORD, ...
September 28, 2005
Shining A Light On Annuity Death BenefitsClients--and advisors--need to understand how these benefits workDeath benefits are not the reason clients buy annuities, say industry leaders. Besides, many annuities terminate by ...
September 28, 2005
Not All Partial Transfers Of NQ Annuities Are Treated The SameLife is much simpler for career agents and policy owners who only do business with one insurer because they only have to learn one ...
September 28, 2005
Pointers On Using Annuities For Spendthrift ProtectionWhen parents transfer assets to their children, the parents sometimes use "spendthrift protection" strategies to protect the transferred assets from the children's possible spendthrift ...
September 28, 2005
Inde Annuity Reintroductions: The Innovation ContinuesIn a market with nearly 250 different products, index annuity carriers are vying for the agent's business. They're doing their best to give a ...
September 28, 2005
Ta Advisory Panel Proposals Hit Inside Buildup HardProposals being advanced by a presidential advisory panel would come down hard on insurance products with tax-free inside buildup.In one proposal, the tax-free inside ...