Annuities

February 5, 2012

Focusing on 'yield chasing,' Finra issues watch list

By Mark Schoeff Jr.

In a market defined by low interest rates, investors are searching for higher returns. But brokers had better be careful about how they try to deliver those results, according to their primary regulator. In a 16-page letter posted on its website Tuesday, the...

February 3, 2012

Pru will pay $17M to settle with seven states over death benefits

By Darla Mercado

Prudential Financial Will pay $17 million to settle with seven states; regulators claim insurer used more comprehensive database for cutting off annuity payments than one used to locate those owed money.

January 29, 2012

Decision to keep rates low could hurt interest in annuities

By Darla Mercado

Reduced commissions for agents, more tweaking to annuities and lower profitability could be in store for life insurers now that the Federal Reserve has committed to keeping interest rates low until late 2014. The Fed said last week that it will maintain the target range for the...

January 26, 2012

Fed's low interest rates could lower interest in annuities

By Darla Mercado

Extension of cheap money policy seen boosting annuity costs, reducing benefits and commissions

January 22, 2012

Former E*Trade CEO leads management buyout of Jefferson

By Darla Mercado

Jefferson National, creator of the flat-fee variable annuity, hopes to step up its distribution among fee-based advisers following a management buyout. Financial Partners Fund, a unit of Citi Capital Advisors, The Stephens Group LLC and Goldman Sachs Asset Management alumnus Eric...

January 18, 2012

Why hanging on to your older fixed annuity is a solid bet

By Darla Mercado

Older fixed annuities, ones that hold 3% guaranteed minimum rates, are looking pretty attractive right now

January 17, 2012

Former E-Trade CEO leads management buyout of Jefferson National

By Darla Mercado

Caplan oversees $83 million acquisition of flat-fee VA seller; targets RIAs

January 12, 2012

MetLife, Axa limiting customer contributions to certain variable annuity purchases

By Darla Mercado

MetLIfe, Axa curbs on clients' VA additions a way to rein in market exposure amid tough economy

January 3, 2012

Others retreat, but this carrier is charging into the VA business

By Darla Mercado

Sammons to launch new product with large investment menu; hawking the tax benefits, not the living benefits

December 18, 2011

VA carriers hunkering down

By Darla Mercado

Despite a marked increase in investor appetite for variable annuities, 2011 will go down as a year of retreat for many of the VA industry's biggest players. The volatile stock market, coupled with a prolonged low-interest-rate environment, made it difficult — not to mention...

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