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Spring variable annuity prospectuses and updates are here

April 30, 2015

It's almost May, and annuity geeks know what that means: the new variable annuity contract filings are here. In preparation for spring product releases, life insurers spend the first quarter posting new variable annuity contracts with the Securities...

Transamerica offers legacy variable annuity clients a buyout

March 5, 2015

Transamerica Life Insurance Co. recently unveiled a new variable annuity buyout program, offering a slice of its client base a lump sum payout in exchange for surrendering an existing VA contract. The insurer announced the rollout of its Alternative...

The leading variable annuities with living benefits

February 22, 2015

Carrier Benefit 65 Year old with a 10 year waiting period (first withdrawal at age 75) Roll-Up info Step-up info Applicable Withdrawal Percentage Annual Withdrawal Amount Current Fee Amount Fixed % Increase Simple/ Compound Highest Anniv. Value...

Raft of new annuity products has broker-dealers scrambling to train reps

February 22, 2015

A raft of new offerings and changing needs for retirement income are spurring broker-dealers to tweak their product training seminars for advisers. It wasn't that long ago that variable annuities were a favorite among representatives. Clients...

Deferred-income annuities grab spotlight from traditional variable annuities

February 22, 2015

The lowly deferred-income annuity is finally getting its moment in the sun, as well as in clients' retirement income plans. Deferred-income annuities started as a variation of the single-premium immediate annuity (SPIA), using a similar concept:...

MetLife gets back in the variable-annuity-with-living-benefits game

February 13, 2015

Longtime variable annuity player MetLife Inc. is stepping off the sidelines and getting back into the game as it launches a new living benefit rider. The New York-based insurer will release a new guaranteed lifetime withdrawal benefit rider,...

'Longevity' in annuities could be the big 2015 focus

December 29, 2014

Where the retirement market will go next year is anybody's guess, but insurance industry experts foresee a ramp-up in product development for certain types of annuities. For broker-dealers, 2014 appears to be the year of the indexed annuity,...

2014 big for indexed annuities: Broker-dealer execs

December 23, 2014

The year isn't over yet, but executives at broker-dealers say they've had a major rise in the indexed-annuity business — to the point that it may be cannibalizing sales of variable annuities. At Raymond James Financial Inc., the annualized...

SEC Investor Advocate: Budget boost 'insufficient' for full adviser exam coverage

December 23, 2014

A Securities and Exchange Commission official charged with representing retail investors before the agency asserted on Tuesday that the budget increase the SEC received from Congress is “insufficient” to significantly boost investment-adviser...

The new variable and indexed annuity leaders

December 17, 2014

Variable annuities are a staple of broker-dealers' business, offering clients the opportunity to garner market exposure on a tax-deferred basis. In recent years, however, sales of indexed annuities — which credit interest to a client's account...

Jackson National's variable annuity sales suspensions pay off

December 1, 2014

For Jackson National Life Insurance Co. and the reps who sell its variable annuities, patience during year-end variable annuity sales suspensions has paid off. By now, advisers know that the carrier has blocked off sales for the richest version...

Life insurers launching new variable annuities despite tepid sales

November 24, 2014

Sales of variable annuities are tepid industrywide, but the life insurers selling them continue to launch new products. Data from the LIMRA Secure Retirement Institute revealed that variable annuity sales hit $35.5 billion in the third quarter,...

Now that annuities are OK in retirement plans, what strategy is best?

November 4, 2014

Now that the Treasury Department has blessed having deferred-income annuities in 401(k)s, the next issue to tackle is how best to allocate these annuities within the retirement plan. Deferred-income annuities, with guaranteed income in the later...

The regulatory hits keep coming for LPL Financial

October 17, 2014

InvestmentNews readers jumped on the latest issues that thrust LPL Financial into the headlines this week. New developments in the robo-adviser space also had our readers buzzing, including the robo response to the market downturn. Social Security...

Finra charges SWS with improper supervision of VA transactions

October 2, 2014

Finra on Monday charged SWS Financial Services Inc. with green-lighting numerous variable annuity applications with no principal review for suitability. In its Sept. 29 complaint, the Financial Industry Regulatory Authority Inc.'s department...

Jackson National unveils tiered pricing for variable annuities

September 8, 2014

A new pricing plan for Jackson National Life Insurance Co.'s popular variable annuity living benefit riders is scheduled to take effect next week. Starting Monday, Sept. 15, Jackson will apply a five-tiered pricing scheme for single life versions...

One of industry's last holdouts, NAIFA elects its first female president

September 4, 2014

For the first time since it was founded in the early 1890s, the National Association of Insurance and Financial Advisors will be led by a woman, starting next week. Juli McNeely will be installed as NAIFA president Monday during its annual conference...

Jackson National extends variable annuity lead

August 19, 2014

Jackson National Life, owned by UK-based Prudential Plc, extended its lead in U.S. variable annuity sales at its unit as rivals scaled back. Jackson sold $12.7 billion of the retirement contracts in the first six months of 2014, an increase...

Zurich restricts contributions to popular variable annuity contract

August 5, 2014

Zurich American Life Insurance Co. is putting the clamps on additional contributions into its legacy Scudder Destinations variable annuity, a contract that was so generous, advisers have described it as “legendary.” The life insurer released...

This week's top stories for advisers

August 1, 2014

As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention. Variable annuities took center stage, but for all the wrong reasons. LPL Financial had to fork over a hefty settlement...

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