Annuities

Fixed annuities »

Allison Bell
DOL posts indexed annuity fiduciary rule exemption draft
Article posted by Allison Bell
he U.S. Department of Labor wants to let indexed annuity distributors act as financial institutions under its new fiduciary rule.

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Annuity sales »

William Byrnes
State crackdown on annuities sharpens suitability issues for advisors
Article posted by William H. Byrnes, Esq.
Newly issued New York regulatory guidance highlights the fact that explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.

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Annuity regulation »

Janet Levaux
FINRA’s top 5 exam priorities for 2017
Article posted by Janet Levaux
FINRA is targeting advisors with repeat offenses, reps and firms that target senior clients, and other misconduct

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Indexed annuities »

Janet Levaux
Equity funds rule in 2016: Morningstar
Article posted by Janet Levaux
Despite some bumps during the year, stock pickers proved their worth, according to one analyst

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Variable annuities »

Warren Hersch
Fed hike a positive for rate-sensitive insurance products
Article posted by Warren Hersch
Life insurers should see better yield from their investment portfolios, Moody's report says.

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