Results for "variable annuities"

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How to not get gobbled up when the next bear market arrives

August 14, 2015

Bear markets are an inevitable part of investing. We aren't there yet, but when the next bear rumbles through, here are a few tips for not losing your head. Avoid these investing missteps All eyes are on the growing oil surplus, as the price...

Under regulatory pressure, Voya restricts sales of more variable annuities

July 29, 2015

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers. On Monday,...

Freeing variable annuities from information overload

July 12, 2015

Investment product-marketing materials inevitably come with the warning: Read the prospectus carefully before investing. But do investors really read them? Not many. Do those who read them understand them? Hardly. This reality has gotten regulator...

Support grows for strengthening variable annuity disclosures

July 1, 2015

Securities and Exchange Commission Investor Advocate Rick Fleming added his voice this week to what advocates say is growing support for improving disclosures for variable annuities. In a report to Congress on Tuesday, Mr. Fleming said that...

Willis Group and Towers Watson to merge

June 30, 2015

Willis Group Holdings PLC, the world's third-largest insurance broker, and Towers Watson & Co., the world's fifth-largest investment consultant by assets under advisement, announced on Tuesday they have agreed to an all-stock merger creating...

Voya restricts variable-annuity sales under regulatory pressure

June 23, 2015

The brokerage firm Voya Financial Advisors revamped its variable-annuity sales policies on Monday, restricting the sale of a popular investment option for retirement planning amid increasing pressure from regulators concerned about the products'...

Latest twist on the annuity hits the market

May 19, 2015

They're having another go at turning your retirement savings into an income stream that will last for the rest of your life. The problem is simple: You don't know how long you'll live, so it's hard to know how fast you can afford to spend your...

Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

May 14, 2015

Nationwide Life Insurance Co. will pay an $8 million penalty to the Securities and Exchange Commission after the agency found that the insurer deliberately delayed receipt of variable annuity and life insurance policy orders, resulting in a...

Time may have come to eliminate sales incentives in the annuities business

May 7, 2015

Even as fiduciary duty becomes a common phrase in the parlance of financial advisers, insurance agents are still offered gold watches and other incentives for annuity sales. Sen. Elizabeth Warren, D-Mass., brought the issue of incentives in...

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,...

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...

Key 401(k) Supreme Court suit will shake up retirement plan advisers

December 22, 2014

As 2014 winds down, retirement plan experts are eyeing a key U.S. Supreme Court case that could shake up the way financial advisers work with their retirement plan clients. The case in question is the famed Glenn Tibble v. Edison International...

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...

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