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Annuity sales »

Marlene Satter
7 retirement tips for women
Article posted by Marlene Y. Satter
More than 76 percent of whom are not only headed in the wrong direction financially but stand to have a rough time of it in retirement, thanks to lack of sufficient savings to see them through.

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Fixed annuities »

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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Annuity regulation »

Nick Thornton
Labor Department will need time to deliver on Trump’s executive order
Article posted by Nick Thornton
Trump's final version of the executive order stripped language from an earlier draft specifically calling for a six-month delay of the fiduciary rule. Ex order puts industry in state of limbo.

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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but it is also entirely possible that the time for initial compliance will have come and gone before the rule can be repealed.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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