Annuity sales »

Getting the highest and best use of every dollar - Part 1 of 3
Article posted by Jody Tallal
Money saving tips that can make a huge difference for you and your clients. Parts 2 and 3 will appear over the next two days.

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Fixed annuities »

William Byrnes
Single Premium Deferred Annuities: One size does not fit all
Article posted by William H. Byrnes, Esq.
Choosing the right SPDIA cannot be accomplished by using a one-size-fits-all approach

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Annuity regulation »

William Byrnes
Indexed annuities exception would ease DOL fiduciary burden
Article posted by William H. Byrnes, Esq.
The Department of Labor (DOL) fiduciary rule, as it currently stands, would sweep sellers of increasingly popular fixed indexed annuities under the definition of fiduciaries—requiring these sellers to take steps toward compliance in just a few short months (by April 10).

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Indexed annuities »

William Byrnes
Fixed indexed annuities to dominate 2017 annuity marketplace
Article posted by William H. Byrnes, Esq.
The future of the Department of Labor (DOL) fiduciary rule remains uncertain under the new administration, but it is also entirely possible that the time for initial compliance will have come and gone before the rule can be repealed.

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Variable annuities »

Nick Thornton
Under proposed exemption, IMOs will need $15M in cash reserves
Article posted by Nick Thornton
DOL’s proposal requires $1.5 billion in premium sales of fixed indexed annuities

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